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 | $21,695 | $162,781-86.7% | $133,956-83.8% | $158,922-86.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.68% | 41.94%-38.3pp | 45.09%-41.4pp | 302.83%-299.1pp |
| Employer contribution / active EE | $4,178 | $4,975-16.0% | $3,919+6.6% | $4,761-12.2% |
| Participant deferral / active EE | $5,936 | $5,911+0.4% | $5,048+17.6% | $5,982-0.8% |
| Admin fee / account holder | $124 | $11,736-98.9% | $8,927-98.6% | $11,246-98.9% |