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 | $8,588 | $81,248-89.4% | $155,509-94.5% | $80,856-89.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.06% | 33.31%-24.2pp | 64.67%-55.6pp | 35.59%-26.5pp |
| Employer contribution / active EE | $530 | $3,100-82.9% | $4,672-88.6% | $2,755-80.7% |
| Participant deferral / active EE | $1,244 | $3,452-63.9% | $5,626-77.9% | $4,296-71.0% |
| Admin fee / account holder | $147 | $7,997-98.2% | $15,912-99.1% | $6,918-97.9% |