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 8-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 | $9,387 | $101,069-90.7% | $81,478-88.5% | $147,584-93.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 5.54% | 32.40%-26.9pp | 38.78%-33.2pp | 578.55%-573.0pp |
| Employer contribution / active EE | $2,256 | $3,205-29.6% | $2,568-12.1% | $4,876-53.7% |
| Participant deferral / active EE | $2,388 | $4,242-43.7% | $3,537-32.5% | $5,439-56.1% |
| Admin fee / account holder | $4 | $5,812-99.9% | $4,561-99.9% | $10,885-100.0% |