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 5-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 | $14,986 | $201,272-92.6% | $184,203-91.9% | $145,922-89.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.91% | 29.00%-21.1pp | 28.81%-20.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $6,981 | $7,022-0.6% | $6,427+8.6% | $4,660+49.8% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $94 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |