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 9-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 | $1,584 | $507,760-99.7% | $505,189-99.7% | $532,464-99.7% |
| Participation rate | 100.0% | 91.3%+8.7pp | 90.4%+9.6pp | 89.6%+10.4pp |
| Annual return | 1.90% | 13.03%-11.1pp | 13.03%-11.1pp | 10.38%-8.5pp |
| Employer contribution / active EE | $0 | $15,890-100.0% | $16,213-100.0% | $19,351-100.0% |
| Participant deferral / active EE | $0 | $13,485-100.0% | $13,093-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $6,250-100.0% | $6,372-100.0% | $14,894-100.0% |