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 6-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 | $14,237 | $118,849-88.0% | $96,562-85.3% | $167,490-91.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.05% | 50.49%-43.4pp | 37.78%-30.7pp | 478.56%-471.5pp |
| Employer contribution / active EE | $2,114 | $3,120-32.2% | $2,356-10.3% | $4,837-56.3% |
| Participant deferral / active EE | $2,044 | $4,616-55.7% | $3,849-46.9% | $6,341-67.8% |
| Admin fee / account holder | $136 | $8,065-98.3% | $6,181-97.8% | $12,309-98.9% |