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 | $23,048 | $232,540-90.1% | $185,117-87.5% | $147,584-84.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.15% | 43.03%-36.9pp | 40.50%-34.3pp | 578.55%-572.4pp |
| Employer contribution / active EE | $12,204 | $5,195+134.9% | $4,182+191.9% | $4,876+150.3% |
| Participant deferral / active EE | $6,090 | $5,834+4.4% | $5,045+20.7% | $5,439+12.0% |
| Admin fee / account holder | $20 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |