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 9-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 | $16,256 | $113,339-85.7% | $94,993-82.9% | $147,584-89.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 0.27% | 20.77%-20.5pp | 27.12%-26.9pp | 578.55%-578.3pp |
| Employer contribution / active EE | $4,361 | $3,160+38.0% | $2,603+67.5% | $4,876-10.6% |
| Participant deferral / active EE | $9,667 | $3,777+155.9% | $3,317+191.4% | $5,439+77.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |