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 | $4,249 | $65,409-93.5% | $98,442-95.7% | $85,850-95.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 7.29% | 21.76%-14.5pp | 1492.73%-1485.4pp | 318.53%-311.2pp |
| Employer contribution / active EE | $928 | $2,168-57.2% | $2,960-68.6% | $2,565-63.8% |
| Participant deferral / active EE | $1,462 | $3,166-53.8% | $4,276-65.8% | $3,952-63.0% |
| Admin fee / account holder | $216 | $4,593-95.3% | $5,949-96.4% | $6,260-96.5% |