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 | $8,566 | $99,341-91.4% | $84,750-89.9% | $273,961-96.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.48% | 22.93%-25.4pp | 22.78%-25.3pp | 41.45%-43.9pp |
| Employer contribution / active EE | $5,160 | $4,214+22.4% | $3,574+44.4% | $4,869+6.0% |
| Participant deferral / active EE | $1,597 | $4,269-62.6% | $3,712-57.0% | $5,287-69.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |