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 | $16,489 | $127,386-87.1% | $115,037-85.7% | $125,391-86.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -7.15% | 31.28%-38.4pp | 26.14%-33.3pp | 282.22%-289.4pp |
| Employer contribution / active EE | $2,676 | $5,166-48.2% | $4,608-41.9% | $4,866-45.0% |
| Participant deferral / active EE | $5,009 | $6,423-22.0% | $6,026-16.9% | $5,352-6.4% |
| Admin fee / account holder | $106 | $9,516-98.9% | $8,175-98.7% | $9,540-98.9% |