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 8-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 | $8,986 | $116,175-92.3% | $93,606-90.4% | $152,861-94.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 6.70% | 35.96%-29.3pp | 32.76%-26.1pp | 345.32%-338.6pp |
| Employer contribution / active EE | $4,693 | $3,218+45.8% | $2,718+72.7% | $4,762-1.5% |
| Participant deferral / active EE | $2,778 | $4,603-39.7% | $4,069-31.7% | $5,850-52.5% |
| Admin fee / account holder | $26 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |