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 | $7,324 | $150,197-95.1% | $120,368-93.9% | $145,959-95.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.81% | 154.26%-148.5pp | 107.26%-101.5pp | 561.95%-556.1pp |
| Employer contribution / active EE | $1,299 | $4,350-70.1% | $3,465-62.5% | $4,661-72.1% |
| Participant deferral / active EE | $2,295 | $6,174-62.8% | $4,991-54.0% | $6,689-65.7% |
| Admin fee / account holder | $94 | $12,216-99.2% | $9,429-99.0% | $13,398-99.3% |