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 | $9,355 | $227,553-95.9% | $189,557-95.1% | $167,490-94.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 5.41% | 78.40%-73.0pp | 64.17%-58.8pp | 478.56%-473.2pp |
| Employer contribution / active EE | $2,477 | $5,316-53.4% | $4,412-43.9% | $4,837-48.8% |
| Participant deferral / active EE | $4,245 | $7,002-39.4% | $6,174-31.2% | $6,341-33.1% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |