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 | $14,199 | $107,334-86.8% | $92,893-84.7% | $152,861-90.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.45% | 145.58%-136.1pp | 109.41%-100.0pp | 345.32%-335.9pp |
| Employer contribution / active EE | $1,248 | $4,221-70.4% | $3,653-65.8% | $4,762-73.8% |
| Participant deferral / active EE | $4,906 | $4,845+1.3% | $4,236+15.8% | $5,850-16.1% |
| Admin fee / account holder | $28 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |