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 4-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 | $9,505 | $102,604-90.7% | $86,188-89.0% | $139,434-93.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 6.75% | 1922.51%-1915.8pp | 1168.45%-1161.7pp | 372.94%-366.2pp |
| Employer contribution / active EE | $2,773 | $3,032-8.6% | $2,380+16.5% | $4,751-41.6% |
| Participant deferral / active EE | $2,889 | $4,676-38.2% | $3,985-27.5% | $6,710-56.9% |
| Admin fee / account holder | $164 | $8,657-98.1% | $6,852-97.6% | $11,403-98.6% |