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 | $14,594 | $176,056-91.7% | $159,436-90.8% | $167,490-91.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.73% | 331.75%-324.0pp | 263.57%-255.8pp | 478.56%-470.8pp |
| Employer contribution / active EE | $1,219 | $5,297-77.0% | $4,829-74.8% | $4,837-74.8% |
| Participant deferral / active EE | $3,484 | $7,750-55.0% | $7,352-52.6% | $6,341-45.1% |
| Admin fee / account holder | $58 | $12,554-99.5% | $10,799-99.5% | $12,309-99.5% |