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 | $9,051 | $73,515-87.7% | $62,995-85.6% | $147,584-93.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.08% | 175.43%-168.3pp | 87.57%-80.5pp | 578.55%-571.5pp |
| Employer contribution / active EE | $2,534 | $3,320-23.7% | $2,759-8.1% | $4,876-48.0% |
| Participant deferral / active EE | $1,236 | $4,185-70.5% | $3,329-62.9% | $5,439-77.3% |
| Admin fee / account holder | $2 | $5,953-100.0% | $3,600-99.9% | $10,885-100.0% |