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 | $5,583 | $111,754-95.0% | $103,333-94.6% | $145,922-96.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.22% | 24.77%-16.6pp | 24.88%-16.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,605 | $4,212-61.9% | $3,868-58.5% | $4,660-65.6% |
| Participant deferral / active EE | $2,600 | $5,619-53.7% | $5,057-48.6% | $6,688-61.1% |
| Admin fee / account holder | $28 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |