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 | $17,176 | $99,652-82.8% | $78,778-78.2% | $147,584-88.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.13% | 47.28%-47.2pp | 35.62%-35.5pp | 578.55%-578.4pp |
| Employer contribution / active EE | $16,163 | $2,796+478.2% | $1,986+714.0% | $4,876+231.5% |
| Participant deferral / active EE | $1,306 | $3,664-64.4% | $2,958-55.9% | $5,439-76.0% |
| Admin fee / account holder | $195 | $7,155-97.3% | $5,134-96.2% | $10,885-98.2% |