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 10-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 | $11,576 | $58,927-80.4% | $76,817-84.9% | $72,985-84.1% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 12.71% | 2305.64%-2292.9pp | 1166.11%-1153.4pp | 81.00%-68.3pp |
| Employer contribution / active EE | $1,600 | $1,787-10.5% | $2,302-30.5% | $2,440-34.4% |
| Participant deferral / active EE | $1,909 | $2,690-29.0% | $3,336-42.8% | $3,607-47.1% |
| Admin fee / account holder | $141 | $4,013-96.5% | $6,420-97.8% | $5,124-97.3% |