See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,311 | $97,125-98.7% | $86,233-98.5% | $137,256-99.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.01% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $362 | $2,841-87.3% | $2,504-85.5% | $4,156-91.3% |
| Participant deferral / active EE | $362 | $5,180-93.0% | $4,559-92.1% | $6,407-94.4% |
| Admin fee / account holder | $39 | $9,725-99.6% | $8,342-99.5% | $12,270-99.7% |