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 9-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 | $15,426 | $85,766-82.0% | $136,294-88.7% | $70,131-78.0% |
| Participation rate | 94.2% | 74.2%+20.0pp | 81.9%+12.3pp | 69.5%+24.7pp |
| Annual return | 0.39% | 31.45%-31.1pp | 5155.94%-5155.5pp | 73.14%-72.8pp |
| Employer contribution / active EE | $4,348 | $2,966+46.6% | $4,695-7.4% | $2,342+85.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3 | $5,420-100.0% | $9,243-100.0% | $4,645-99.9% |