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 | $8,437 | $75,935-88.9% | $60,547-86.1% | $125,391-93.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -4.13% | -5.38%+1.2pp | 335.64%-339.8pp | 282.22%-286.4pp |
| Employer contribution / active EE | $857 | $3,438-75.1% | $2,419-64.6% | $4,866-82.4% |
| Participant deferral / active EE | $4,820 | $4,506+6.9% | $3,328+44.8% | $5,352-9.9% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |