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 | $4,164 | $198,466-97.9% | $170,442-97.6% | $147,584-97.2% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 8.22% | 257.29%-249.1pp | 205.93%-197.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $2,000 | $6,184-67.7% | $5,433-63.2% | $4,876-59.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $30 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |