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 10-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 | $8,685 | $107,334-91.9% | $92,893-90.7% | $152,861-94.3% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.4%+11.7pp |
| Annual return | 1.26% | 145.58%-144.3pp | 109.41%-108.2pp | 345.32%-344.1pp |
| Employer contribution / active EE | $1,321 | $4,221-68.7% | $3,653-63.8% | $4,762-72.3% |
| Participant deferral / active EE | $2,300 | $4,845-52.5% | $4,236-45.7% | $5,850-60.7% |
| Admin fee / account holder | $68 | $7,079-99.0% | $5,794-98.8% | $11,596-99.4% |