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 | $8,364 | $63,764-86.9% | $81,930-89.8% | $79,858-89.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 4.72% | 22.66%-17.9pp | 29.49%-24.8pp | 31.71%-27.0pp |
| Employer contribution / active EE | $3,407 | $1,795+89.8% | $4,310-20.9% | $2,471+37.9% |
| Participant deferral / active EE | $2,468 | $2,780-11.2% | $7,107-65.3% | $3,740-34.0% |
| Admin fee / account holder | $21 | $4,426-99.5% | $5,158-99.6% | $5,306-99.6% |