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 | $7,136 | $152,587-95.3% | $125,175-94.3% | $152,861-95.3% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 8.67% | 54.84%-46.2pp | 43.79%-35.1pp | 345.32%-336.6pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,943 | $5,868-66.9% | $4,937-60.6% | $5,850-66.8% |
| Admin fee / account holder | $16 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |