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 | $13,788 | $81,460-83.1% | $103,333-86.7% | $80,856-82.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 5.97% | 25.55%-19.6pp | 24.88%-18.9pp | 35.59%-29.6pp |
| Employer contribution / active EE | $2,974 | $3,105-4.2% | $3,868-23.1% | $2,755+7.9% |
| Participant deferral / active EE | $4,186 | $3,869+8.2% | $5,057-17.2% | $4,296-2.6% |
| Admin fee / account holder | $279 | $6,566-95.7% | $8,355-96.7% | $6,918-96.0% |