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 | $12,709 | $106,890-88.1% | $84,015-84.9% | $152,861-91.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 4.97% | 104.99%-100.0pp | 71.31%-66.3pp | 345.32%-340.4pp |
| Employer contribution / active EE | $2,871 | $2,734+5.0% | $1,983+44.7% | $4,762-39.7% |
| Participant deferral / active EE | $6,900 | $4,011+72.0% | $3,239+113.1% | $5,850+17.9% |
| Admin fee / account holder | $218 | $8,285-97.4% | $6,101-96.4% | $11,596-98.1% |