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 | $3,806 | $65,041-94.1% | $90,951-95.8% | $79,858-95.2% |
| Participation rate | 84.0% | 61.6%+22.4pp | 69.0%+15.0pp | 69.6%+14.4pp |
| Annual return | 2.69% | 30.45%-27.8pp | 134.60%-131.9pp | 31.71%-29.0pp |
| Employer contribution / active EE | $1,370 | $1,247+9.8% | $2,122-35.5% | $2,471-44.6% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $17 | $4,536-99.6% | $5,959-99.7% | $5,306-99.7% |