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 | $9,195 | $117,381-92.2% | $99,443-90.8% | $152,861-94.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | -0.52% | 31.87%-32.4pp | 30.72%-31.2pp | 345.32%-345.8pp |
| Employer contribution / active EE | $605 | $3,013-79.9% | $2,540-76.2% | $4,762-87.3% |
| Participant deferral / active EE | $4,962 | $4,086+21.4% | $3,619+37.1% | $5,850-15.2% |
| Admin fee / account holder | $23 | $7,631-99.7% | $6,250-99.6% | $11,596-99.8% |