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 | $5,413 | $86,286-93.7% | $111,297-95.1% | $85,850-93.7% |
| Participation rate | 90.9% | 73.3%+17.6pp | 77.3%+13.6pp | 69.3%+21.6pp |
| Annual return | 10.80% | 19.99%-9.2pp | 54.65%-43.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,222 | $2,043+8.7% | $2,731-18.6% | $2,565-13.4% |
| Participant deferral / active EE | $2,518 | $3,641-30.8% | $4,487-43.9% | $3,952-36.3% |
| Admin fee / account holder | $282 | $8,188-96.6% | $7,964-96.5% | $6,260-95.5% |