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.
Annual investment return 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 | $15,351 | $96,557-84.1% | $80,975-81.0% | $273,961-94.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -8.69% | 15.14%-23.8pp | 17.10%-25.8pp | 41.45%-50.1pp |
| Employer contribution / active EE | $3,066 | $4,868-37.0% | $3,714-17.4% | $4,869-37.0% |
| Participant deferral / active EE | $1,947 | $6,598-70.5% | $5,696-65.8% | $5,287-63.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |