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 9-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 | $10,798 | $60,124-82.0% | $90,404-88.1% | $79,858-86.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.40% | 71.94%-63.5pp | 1293.02%-1284.6pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,180 | $2,068-42.9% | $3,262-63.8% | $2,471-52.2% |
| Participant deferral / active EE | $903 | $2,938-69.3% | $3,963-77.2% | $3,740-75.9% |
| Admin fee / account holder | $292 | $3,976-92.7% | $5,611-94.8% | $5,306-94.5% |