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 4-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 | $16,446 | $140,940-88.3% | $112,229-85.3% | $139,434-88.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 1.02% | 32.71%-31.7pp | 30.20%-29.2pp | 372.94%-371.9pp |
| Employer contribution / active EE | $945 | $4,283-77.9% | $3,430-72.5% | $4,751-80.1% |
| Participant deferral / active EE | $1,839 | $5,874-68.7% | $4,798-61.7% | $6,710-72.6% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |