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 | $11,164 | $176,662-93.7% | $130,648-91.5% | $152,861-92.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 1.28% | 2692.24%-2691.0pp | 1708.96%-1707.7pp | 345.32%-344.0pp |
| Employer contribution / active EE | $2,589 | $5,742-54.9% | $4,092-36.7% | $4,762-45.6% |
| Participant deferral / active EE | $186 | $4,361-95.7% | $3,603-94.8% | $5,850-96.8% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |