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 5-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 | $16,165 | $176,812-90.9% | $146,665-89.0% | $167,490-90.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.50% | 24.03%-15.5pp | 22.74%-14.2pp | 478.56%-470.1pp |
| Employer contribution / active EE | $2,400 | $5,160-53.5% | $4,136-42.0% | $4,837-50.4% |
| Participant deferral / active EE | $2,750 | $6,440-57.3% | $5,506-50.1% | $6,341-56.6% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |