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 | $9,286 | $103,376-91.0% | $87,100-89.3% | $152,861-93.9% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 8.35% | 28.10%-19.7pp | 28.19%-19.8pp | 345.32%-337.0pp |
| Employer contribution / active EE | $2,237 | $3,220-30.5% | $2,521-11.3% | $4,762-53.0% |
| Participant deferral / active EE | $1,871 | $4,778-60.8% | $4,049-53.8% | $5,850-68.0% |
| Admin fee / account holder | $147 | $12,205-98.8% | $7,497-98.0% | $11,596-98.7% |