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 7-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 | $20,839 | $226,064-90.8% | $182,532-88.6% | $152,861-86.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 0.29% | 192.51%-192.2pp | 148.54%-148.3pp | 345.32%-345.0pp |
| Employer contribution / active EE | $1,948 | $4,978-60.9% | $4,076-52.2% | $4,762-59.1% |
| Participant deferral / active EE | $6,250 | $6,368-1.8% | $5,524+13.1% | $5,850+6.8% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |