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 | $8,392 | $76,367-89.0% | $93,606-91.0% | $72,985-88.5% |
| Participation rate | 97.9% | 71.7%+26.1pp | 75.8%+22.0pp | 69.5%+28.4pp |
| Annual return | 11.98% | 25.82%-13.8pp | 32.76%-20.8pp | 81.00%-69.0pp |
| Employer contribution / active EE | $4,255 | $2,275+87.0% | $2,718+56.6% | $2,440+74.4% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $114 | $6,838-98.3% | $7,888-98.6% | $5,124-97.8% |