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 | $8,339 | $183,519-95.5% | $155,509-94.6% | $145,922-94.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.24% | 61.17%-57.9pp | 64.67%-61.4pp | 561.29%-558.0pp |
| Employer contribution / active EE | $1,194 | $5,313-77.5% | $4,672-74.4% | $4,660-74.4% |
| Participant deferral / active EE | $2,860 | $6,462-55.7% | $5,626-49.2% | $6,688-57.2% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |