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 8-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 | $16,075 | $48,570-66.9% | $130,648-87.7% | $72,985-78.0% |
| Participation rate | 81.3% | 58.6%+22.7pp | 71.7%+9.5pp | 69.5%+11.8pp |
| Annual return | 10.29% | 38.63%-28.3pp | 1708.96%-1698.7pp | 81.00%-70.7pp |
| Employer contribution / active EE | $1,635 | $1,334+22.5% | $4,092-60.0% | $2,440-33.0% |
| Participant deferral / active EE | $3,096 | $2,384+29.9% | $3,603-14.1% | $3,607-14.2% |
| Admin fee / account holder | $28 | $3,549-99.2% | $5,464-99.5% | $5,124-99.5% |