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 | $9,533 | $106,890-91.1% | $84,015-88.7% | $152,861-93.8% |
| Participation rate | 82.4% | 75.2%+7.1pp | 69.0%+13.3pp | 82.4%-0.1pp |
| Annual return | 2.45% | 104.99%-102.5pp | 71.31%-68.9pp | 345.32%-342.9pp |
| Employer contribution / active EE | $2,729 | $2,734-0.2% | $1,983+37.6% | $4,762-42.7% |
| Participant deferral / active EE | $2,341 | $4,011-41.6% | $3,239-27.7% | $5,850-60.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |