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 3-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 | $7,310 | $148,534-95.1% | $135,903-94.6% | $139,434-94.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -0.32% | 79.19%-79.5pp | 68.23%-68.5pp | 372.94%-373.3pp |
| Employer contribution / active EE | $3,042 | $5,243-42.0% | $4,856-37.4% | $4,751-36.0% |
| Participant deferral / active EE | $3,838 | $8,100-52.6% | $7,758-50.5% | $6,710-42.8% |
| Admin fee / account holder | $7 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |