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 6-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 | $7,095 | $109,817-93.5% | $98,442-92.8% | $167,490-95.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.63% | 1956.69%-1952.1pp | 1492.73%-1488.1pp | 478.56%-473.9pp |
| Employer contribution / active EE | $2,164 | $3,224-32.9% | $2,960-26.9% | $4,837-55.3% |
| Participant deferral / active EE | $1,368 | $4,673-70.7% | $4,276-68.0% | $6,341-78.4% |
| Admin fee / account holder | $95 | $6,753-98.6% | $5,949-98.4% | $12,309-99.2% |