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 | $15,877 | $165,335-90.4% | $149,696-89.4% | $158,922-90.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.03% | 348.15%-344.1pp | 276.60%-272.6pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,659 | $5,103-67.5% | $4,644-64.3% | $4,761-65.2% |
| Participant deferral / active EE | $2,345 | $7,181-67.4% | $6,842-65.7% | $5,982-60.8% |
| Admin fee / account holder | $83 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |