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 3-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 | $15,830 | $148,534-89.3% | $135,903-88.4% | $139,434-88.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.53% | 79.19%-73.7pp | 68.23%-62.7pp | 372.94%-367.4pp |
| Employer contribution / active EE | $9,091 | $5,243+73.4% | $4,856+87.2% | $4,751+91.4% |
| Participant deferral / active EE | $2,902 | $8,100-64.2% | $7,758-62.6% | $6,710-56.7% |
| Admin fee / account holder | $54 | $12,400-99.6% | $10,762-99.5% | $11,403-99.5% |