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 | $23,717 | $78,422-69.8% | $95,952-75.3% | $79,858-70.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 7.59% | 19.37%-11.8pp | 91.61%-84.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $7,005 | $1,945+260.1% | $2,541+175.7% | $2,471+183.5% |
| Participant deferral / active EE | $2,792 | $3,440-18.8% | $4,167-33.0% | $3,740-25.4% |
| Admin fee / account holder | $79 | $5,622-98.6% | $6,795-98.8% | $5,306-98.5% |