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 | $9,121 | $102,966-91.1% | $90,281-89.9% | $152,861-94.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 2.87% | 95.16%-92.3pp | 78.10%-75.2pp | 345.32%-342.4pp |
| Employer contribution / active EE | $624 | $3,139-80.1% | $2,854-78.2% | $4,762-86.9% |
| Participant deferral / active EE | $3,428 | $4,281-19.9% | $3,885-11.8% | $5,850-41.4% |
| Admin fee / account holder | $29 | $6,171-99.5% | $5,351-99.5% | $11,596-99.7% |