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 | $13,896 | $63,346-78.1% | $92,233-84.9% | $70,131-80.2% |
| Participation rate | 92.0% | 68.7%+23.3pp | 76.5%+15.5pp | 69.5%+22.5pp |
| Annual return | 7.43% | 530.12%-522.7pp | 176.28%-168.9pp | 73.14%-65.7pp |
| Employer contribution / active EE | $1,726 | $2,471-30.2% | $3,679-53.1% | $2,342-26.3% |
| Participant deferral / active EE | $2,677 | $2,854-6.2% | $3,897-31.3% | $3,332-19.6% |
| Admin fee / account holder | $295 | $3,840-92.3% | $5,194-94.3% | $4,645-93.6% |