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 7-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 | $4,386 | $109,817-96.0% | $98,442-95.5% | $167,490-97.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 6.06% | 1956.69%-1950.6pp | 1492.73%-1486.7pp | 478.56%-472.5pp |
| Employer contribution / active EE | $1,193 | $3,224-63.0% | $2,960-59.7% | $4,837-75.3% |
| Participant deferral / active EE | $3,061 | $4,673-34.5% | $4,276-28.4% | $6,341-51.7% |
| Admin fee / account holder | $17 | $6,753-99.8% | $5,949-99.7% | $12,309-99.9% |