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 4-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 | $8,554 | $105,998-91.9% | $92,233-90.7% | $147,584-94.2% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 11.91% | 50.05%-38.1pp | 176.28%-164.4pp | 578.55%-566.6pp |
| Employer contribution / active EE | $3,509 | $4,333-19.0% | $3,679-4.6% | $4,876-28.0% |
| Participant deferral / active EE | $1,074 | $4,478-76.0% | $3,897-72.4% | $5,439-80.3% |
| Admin fee / account holder | $54 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |