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 10-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 | $20,261 | $76,552-73.5% | $123,892-83.6% | $62,891-67.8% |
| Participation rate | 98.1% | 73.0%+25.2pp | 81.4%+16.7pp | 69.3%+28.8pp |
| Annual return | 5.84% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,523 | $2,883+22.2% | $4,617-23.7% | $2,281+54.4% |
| Participant deferral / active EE | $3,504 | $4,840-27.6% | $5,984-41.5% | $3,203+9.4% |
| Admin fee / account holder | $228 | $4,826-95.3% | $8,357-97.3% | $4,296-94.7% |