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 | $16,028 | $98,750-83.8% | $149,696-89.3% | $79,858-79.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.60% | 27.43%-17.8pp | 276.60%-267.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,125 | $3,216-33.9% | $4,644-54.2% | $2,471-14.0% |
| Participant deferral / active EE | $4,444 | $5,680-21.8% | $6,842-35.0% | $3,740+18.8% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |