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 | $13,079 | $209,832-93.8% | $189,513-93.1% | $167,490-92.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.29% | 748.27%-743.0pp | 555.15%-549.9pp | 478.56%-473.3pp |
| Employer contribution / active EE | $1,520 | $6,914-78.0% | $6,162-75.3% | $4,837-68.6% |
| Participant deferral / active EE | $8,667 | $8,935-3.0% | $8,221+5.4% | $6,341+36.7% |
| Admin fee / account holder | $10 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |