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 8-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 | $13,191 | $157,256-91.6% | $141,162-90.7% | $152,861-91.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.22% | 64.32%-60.1pp | 71.39%-67.2pp | 345.32%-341.1pp |
| Employer contribution / active EE | $5,379 | $5,261+2.2% | $4,735+13.6% | $4,762+13.0% |
| Participant deferral / active EE | $4,973 | $7,109-30.1% | $6,709-25.9% | $5,850-15.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |