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 7-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 | $16,454 | $183,963-91.1% | $162,163-89.9% | $152,861-89.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 0.52% | 150.76%-150.2pp | 115.59%-115.1pp | 345.32%-344.8pp |
| Employer contribution / active EE | $8,303 | $6,371+30.3% | $5,614+47.9% | $4,762+74.3% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $8 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |