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 | $7,267 | $98,750-92.6% | $149,696-95.1% | $79,858-90.9% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | -0.18% | 27.43%-27.6pp | 276.60%-276.8pp | 31.71%-31.9pp |
| Employer contribution / active EE | $4,375 | $3,216+36.0% | $4,644-5.8% | $2,471+77.1% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |