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 6-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 | $4,477 | $91,190-95.1% | $178,490-97.5% | $79,858-94.4% |
| Participation rate | 92.5% | 69.2%+23.3pp | 81.9%+10.6pp | 69.6%+22.9pp |
| Annual return | 8.63% | 24.19%-15.6pp | 151.07%-142.4pp | 31.71%-23.1pp |
| Employer contribution / active EE | $2,417 | $3,256-25.8% | $5,011-51.8% | $2,471-2.2% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $46 | $6,751-99.3% | $13,984-99.7% | $5,306-99.1% |