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 | $8,337 | $95,416-91.3% | $185,823-95.5% | $85,850-90.3% |
| Participation rate | 96.9% | 68.8%+28.2pp | 81.7%+15.2pp | 69.3%+27.6pp |
| Annual return | 10.82% | 23.59%-12.8pp | 122.05%-111.2pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,578 | $3,314-52.4% | $5,167-69.5% | $2,565-38.5% |
| Participant deferral / active EE | $1,051 | $3,423-69.3% | $5,568-81.1% | $3,952-73.4% |
| Admin fee / account holder | $253 | $7,213-96.5% | $16,237-98.4% | $6,260-96.0% |