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 7-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 | $20,458 | $226,064-91.0% | $182,532-88.8% | $152,861-86.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 7.28% | 192.51%-185.2pp | 148.54%-141.3pp | 345.32%-338.0pp |
| Employer contribution / active EE | $16,844 | $4,978+238.3% | $4,076+313.2% | $4,762+253.7% |
| Participant deferral / active EE | $6,450 | $6,368+1.3% | $5,524+16.8% | $5,850+10.3% |
| Admin fee / account holder | $31 | $10,703-99.7% | $8,592-99.6% | $11,596-99.7% |