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 | $3,620 | $65,041-94.4% | $90,951-96.0% | $79,858-95.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 6.19% | 30.45%-24.3pp | 134.60%-128.4pp | 31.71%-25.5pp |
| Employer contribution / active EE | $379 | $1,247-69.6% | $2,122-82.2% | $2,471-84.7% |
| Participant deferral / active EE | $1,615 | $2,512-35.7% | $3,373-52.1% | $3,740-56.8% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |