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 | $6,329 | $96,635-93.5% | $86,612-92.7% | $139,434-95.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.07% | 106.41%-98.3pp | 591.07%-583.0pp | 372.94%-364.9pp |
| Employer contribution / active EE | $2,196 | $3,263-32.7% | $3,022-27.4% | $4,751-53.8% |
| Participant deferral / active EE | $3,568 | $4,836-26.2% | $4,438-19.6% | $6,710-46.8% |
| Admin fee / account holder | $83 | $6,408-98.7% | $5,614-98.5% | $11,403-99.3% |