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 9-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 | $9,110 | $135,952-93.3% | $123,892-92.6% | $273,961-96.7% |
| Participation rate | 77.3% | 84.1%-6.8pp | 81.4%-4.1pp | 83.0%-5.7pp |
| Annual return | 3.13% | 56.63%-53.5pp | 47.52%-44.4pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,491 | $5,170-71.2% | $4,617-67.7% | $4,869-69.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $247 | $9,817-97.5% | $8,357-97.0% | $10,132-97.6% |