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 | $26,353 | $162,781-83.8% | $133,956-80.3% | $158,922-83.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.16% | 41.94%-41.8pp | 45.09%-44.9pp | 302.83%-302.7pp |
| Employer contribution / active EE | $3,551 | $4,975-28.6% | $3,919-9.4% | $4,761-25.4% |
| Participant deferral / active EE | $7,524 | $5,911+27.3% | $5,048+49.1% | $5,982+25.8% |
| Admin fee / account holder | $264 | $11,736-97.7% | $8,927-97.0% | $11,246-97.6% |