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 9-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 | $9,119 | $86,286-89.4% | $111,297-91.8% | $85,850-89.4% |
| Participation rate | 97.7% | 73.3%+24.3pp | 77.3%+20.4pp | 69.3%+28.4pp |
| Annual return | 0.35% | 19.99%-19.6pp | 54.65%-54.3pp | 318.53%-318.2pp |
| Employer contribution / active EE | $2,326 | $2,043+13.8% | $2,731-14.8% | $2,565-9.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $136 | $8,188-98.3% | $7,964-98.3% | $6,260-97.8% |