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 | $5,574 | $39,122-85.8% | $57,179-90.3% | $62,891-91.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -1.85% | 9.23%-11.1pp | 14.59%-16.4pp | 20.14%-22.0pp |
| Employer contribution / active EE | $1,019 | $1,874-45.6% | $2,682-62.0% | $2,281-55.3% |
| Participant deferral / active EE | $807 | $2,374-66.0% | $3,096-73.9% | $3,203-74.8% |
| Admin fee / account holder | $250 | $2,592-90.3% | $3,139-92.0% | $4,296-94.2% |