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 | $5,907 | $114,047-94.8% | $96,139-93.9% | $167,490-96.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 6.96% | 189.88%-182.9pp | 191.94%-185.0pp | 478.56%-471.6pp |
| Employer contribution / active EE | $2,024 | $3,427-40.9% | $2,797-27.6% | $4,837-58.2% |
| Participant deferral / active EE | $2,439 | $5,194-53.0% | $4,349-43.9% | $6,341-61.5% |
| Admin fee / account holder | $90 | $6,897-98.7% | $5,537-98.4% | $12,309-99.3% |