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 | $12,391 | $171,865-92.8% | $149,718-91.7% | $147,584-91.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.81% | 2113.22%-2107.4pp | 1501.63%-1495.8pp | 578.55%-572.7pp |
| Employer contribution / active EE | $5,190 | $6,275-17.3% | $5,445-4.7% | $4,876+6.4% |
| Participant deferral / active EE | $7,276 | $7,271+0.1% | $6,569+10.8% | $5,439+33.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |