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 | $16,652 | $95,971-82.6% | $74,550-77.7% | $135,375-87.7% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | -5.79% | 56.96%-62.7pp | 32.53%-38.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $6,250 | $2,716+130.1% | $1,961+218.7% | $4,779+30.8% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |