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 8-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 | $7,617 | $65,696-88.4% | $56,429-86.5% | $147,584-94.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 13.32%-13.3pp | 19.04%-19.0pp | 578.55%-578.5pp |
| Employer contribution / active EE | $7,500 | $4,121+82.0% | $3,405+120.3% | $4,876+53.8% |
| Participant deferral / active EE | $117 | $4,876-97.6% | $3,951-97.0% | $5,439-97.9% |
| Admin fee / account holder | $0 | $5,947-100.0% | $4,466-100.0% | $10,885-100.0% |