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 | $24,141 | $198,466-87.8% | $170,442-85.8% | $147,584-83.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.79% | 257.29%-251.5pp | 205.93%-200.1pp | 578.55%-572.8pp |
| Employer contribution / active EE | $8,040 | $6,184+30.0% | $5,433+48.0% | $4,876+64.9% |
| Participant deferral / active EE | $3,429 | $5,629-39.1% | $4,939-30.6% | $5,439-37.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |