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 7-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 | $9,174 | $109,327-91.6% | $89,391-89.7% | $158,922-94.2% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.0%+24.9pp | 82.0%+10.9pp |
| Annual return | 5.07% | 345.68%-340.6pp | 245.62%-240.5pp | 302.83%-297.8pp |
| Employer contribution / active EE | $660 | $3,170-79.2% | $2,586-74.5% | $4,761-86.1% |
| Participant deferral / active EE | $1,812 | $4,598-60.6% | $3,890-53.4% | $5,982-69.7% |
| Admin fee / account holder | $32 | $6,153-99.5% | $4,881-99.4% | $11,246-99.7% |