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 5-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 | $15,313 | $155,788-90.2% | $124,672-87.7% | $167,490-90.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 5.19% | 17.97%-12.8pp | 5142.93%-5137.7pp | 478.56%-473.4pp |
| Employer contribution / active EE | $1,516 | $4,163-63.6% | $3,324-54.4% | $4,837-68.7% |
| Participant deferral / active EE | $19,532 | $5,673+244.3% | $4,614+323.3% | $6,341+208.0% |
| Admin fee / account holder | $107 | $9,531-98.9% | $7,493-98.6% | $12,309-99.1% |