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 | $23,148 | $150,440-84.6% | $136,294-83.0% | $147,584-84.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.49% | 1049.08%-1041.6pp | 5155.94%-5148.4pp | 578.55%-571.1pp |
| Employer contribution / active EE | $2,564 | $5,256-51.2% | $4,695-45.4% | $4,876-47.4% |
| Participant deferral / active EE | $3,849 | $6,630-42.0% | $6,247-38.4% | $5,439-29.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |