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 | $14,234 | $198,466-92.8% | $170,442-91.6% | $147,584-90.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.74% | 257.29%-251.6pp | 205.93%-200.2pp | 578.55%-572.8pp |
| Employer contribution / active EE | $5,992 | $6,184-3.1% | $5,433+10.3% | $4,876+22.9% |
| Participant deferral / active EE | $7,200 | $5,629+27.9% | $4,939+45.8% | $5,439+32.4% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |