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 | $5,699 | $106,890-94.7% | $84,015-93.2% | $152,861-96.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 1.84% | 104.99%-103.1pp | 71.31%-69.5pp | 345.32%-343.5pp |
| Employer contribution / active EE | $2,502 | $2,734-8.5% | $1,983+26.1% | $4,762-47.5% |
| Participant deferral / active EE | $1,357 | $4,011-66.2% | $3,239-58.1% | $5,850-76.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |