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 | $8,489 | $107,334-92.1% | $92,893-90.9% | $152,861-94.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.26% | 145.58%-145.3pp | 109.41%-109.2pp | 345.32%-345.1pp |
| Employer contribution / active EE | $3,575 | $4,221-15.3% | $3,653-2.1% | $4,762-24.9% |
| Participant deferral / active EE | $3,081 | $4,845-36.4% | $4,236-27.3% | $5,850-47.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |