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 | $25,815 | $183,963-86.0% | $162,163-84.1% | $152,861-83.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.84% | 150.76%-138.9pp | 115.59%-103.8pp | 345.32%-333.5pp |
| Employer contribution / active EE | $5,587 | $6,371-12.3% | $5,614-0.5% | $4,762+17.3% |
| Participant deferral / active EE | $11,728 | $8,034+46.0% | $7,298+60.7% | $5,850+100.5% |
| Admin fee / account holder | $15 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |