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 | $13,075 | $202,318-93.5% | $172,739-92.4% | $152,861-91.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.95% | 1029.65%-1027.7pp | 802.84%-800.9pp | 345.32%-343.4pp |
| Employer contribution / active EE | $3,216 | $5,856-45.1% | $5,143-37.5% | $4,762-32.5% |
| Participant deferral / active EE | $6,125 | $5,948+3.0% | $5,198+17.8% | $5,850+4.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |