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 4-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 | $11,667 | $125,758-90.7% | $169,993-93.1% | $75,163-84.5% |
| Participation rate | 70.6% | 83.6%-13.0pp | 87.0%-16.4pp | 67.2%+3.4pp |
| Annual return | 0.59% | 27.20%-26.6pp | 53.37%-52.8pp | 160.62%-160.0pp |
| Employer contribution / active EE | $5,882 | $4,615+27.5% | $6,785-13.3% | $2,670+120.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $8,173-100.0% | $12,815-100.0% | $5,651-100.0% |