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 7-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 | $18,213 | $65,041-72.0% | $90,951-80.0% | $79,858-77.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 9.77% | 30.45%-20.7pp | 134.60%-124.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $375 | $1,247-70.0% | $2,122-82.3% | $2,471-84.8% |
| Participant deferral / active EE | $1,158 | $2,512-53.9% | $3,373-65.7% | $3,740-69.0% |
| Admin fee / account holder | $141 | $4,536-96.9% | $5,959-97.6% | $5,306-97.3% |