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 | $111,814-95.0% | $103,374-94.6% | $145,959-96.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.22% | 24.77%-16.6pp | 24.89%-16.7pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,605 | $4,214-61.9% | $3,869-58.5% | $4,661-65.6% |
| Participant deferral / active EE | $2,600 | $5,618-53.7% | $5,058-48.6% | $6,689-61.1% |
| Admin fee / account holder | $28 | $9,754-99.7% | $8,394-99.7% | $13,398-99.8% |