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.
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 | $9,870 | $111,724-91.2% | $93,606-89.5% | $145,922-93.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.34% | 202.98%-195.6pp | 133.20%-125.9pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,288 | $3,090-58.3% | $2,420-46.8% | $4,660-72.4% |
| Participant deferral / active EE | $3,219 | $4,912-34.5% | $4,411-27.0% | $6,688-51.9% |
| Admin fee / account holder | $184 | $10,250-98.2% | $8,285-97.8% | $13,397-98.6% |