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 | $18,867 | $77,145-75.5% | $108,410-82.6% | $85,850-78.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.64% | 44.54%-32.9pp | 905.27%-893.6pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,798 | $2,379+17.6% | $3,558-21.4% | $2,565+9.1% |
| Participant deferral / active EE | $3,619 | $5,566-35.0% | $6,563-44.9% | $3,952-8.4% |
| Admin fee / account holder | $208 | $5,172-96.0% | $7,295-97.2% | $6,260-96.7% |