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 6-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 | $18,330 | $209,832-91.3% | $189,513-90.3% | $167,490-89.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.74% | 748.27%-742.5pp | 555.15%-549.4pp | 478.56%-472.8pp |
| Employer contribution / active EE | $2,849 | $6,914-58.8% | $6,162-53.8% | $4,837-41.1% |
| Participant deferral / active EE | $6,773 | $8,935-24.2% | $8,221-17.6% | $6,341+6.8% |
| Admin fee / account holder | $10 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |