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 9-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 | $13,475 | $100,041-86.5% | $149,718-91.0% | $70,131-80.8% |
| Participation rate | 94.1% | 83.6%+10.5pp | 87.1%+7.0pp | 69.5%+24.6pp |
| Annual return | 7.80% | 27.43%-19.6pp | 1501.63%-1493.8pp | 73.14%-65.3pp |
| Employer contribution / active EE | $2,302 | $3,662-37.1% | $5,445-57.7% | $2,342-1.7% |
| Participant deferral / active EE | $4,458 | $4,983-10.5% | $6,569-32.1% | $3,332+33.8% |
| Admin fee / account holder | $29 | $8,286-99.6% | $11,283-99.7% | $4,645-99.4% |