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 5-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 | $12,792 | $175,202-92.7% | $149,673-91.5% | $139,434-90.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.06% | 166.71%-164.7pp | 134.42%-132.4pp | 372.94%-370.9pp |
| Employer contribution / active EE | $10,636 | $5,474+94.3% | $4,818+120.8% | $4,751+123.9% |
| Participant deferral / active EE | $4,733 | $6,519-27.4% | $5,680-16.7% | $6,710-29.5% |
| Admin fee / account holder | $94 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |