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 | $19,136 | $157,256-87.8% | $141,162-86.4% | $152,861-87.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 4.81% | 64.32%-59.5pp | 71.39%-66.6pp | 345.32%-340.5pp |
| Employer contribution / active EE | $4,512 | $5,261-14.2% | $4,735-4.7% | $4,762-5.3% |
| Participant deferral / active EE | $4,525 | $7,109-36.4% | $6,709-32.6% | $5,850-22.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |