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 | $9,145 | $105,931-91.4% | $81,930-88.8% | $158,922-94.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -1.45% | 38.17%-39.6pp | 29.49%-30.9pp | 302.83%-304.3pp |
| Employer contribution / active EE | $3,000 | $7,800-61.5% | $4,310-30.4% | $4,761-37.0% |
| Participant deferral / active EE | $5,400 | $13,003-58.5% | $7,107-24.0% | $5,982-9.7% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |