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 | $18,960 | $157,256-87.9% | $141,162-86.6% | $152,861-87.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.11% | 64.32%-63.2pp | 71.39%-70.3pp | 345.32%-344.2pp |
| Employer contribution / active EE | $12,373 | $5,261+135.2% | $4,735+161.3% | $4,762+159.8% |
| Participant deferral / active EE | $9,250 | $7,109+30.1% | $6,709+37.9% | $5,850+58.1% |
| Admin fee / account holder | $64 | $12,120-99.5% | $10,261-99.4% | $11,596-99.4% |