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 7-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 | $20,900 | $154,117-86.4% | $129,995-83.9% | $139,434-85.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 1.34% | 32.48%-31.1pp | -137.18%+138.5pp | 372.94%-371.6pp |
| Employer contribution / active EE | $2,780 | $5,289-47.4% | $4,320-35.6% | $4,751-41.5% |
| Participant deferral / active EE | $7,500 | $6,710+11.8% | $5,820+28.9% | $6,710+11.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |