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 | $11,751 | $71,050-83.5% | $93,606-87.4% | $80,856-85.5% |
| Participation rate | 98.0% | 60.4%+37.6pp | 68.7%+29.2pp | 67.6%+30.3pp |
| Annual return | 5.77% | 11.26%-5.5pp | 133.20%-127.4pp | 35.59%-29.8pp |
| Employer contribution / active EE | $465 | $1,564-70.3% | $2,420-80.8% | $2,755-83.1% |
| Participant deferral / active EE | $2,153 | $4,034-46.6% | $4,411-51.2% | $4,296-49.9% |
| Admin fee / account holder | $233 | $6,945-96.6% | $8,285-97.2% | $6,918-96.6% |