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 | $33,161 | $183,963-82.0% | $162,163-79.6% | $152,861-78.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5.13% | 150.76%-145.6pp | 115.59%-110.5pp | 345.32%-340.2pp |
| Employer contribution / active EE | $4,953 | $6,371-22.2% | $5,614-11.8% | $4,762+4.0% |
| Participant deferral / active EE | $11,000 | $8,034+36.9% | $7,298+50.7% | $5,850+88.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |