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 7-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 | $7,292 | $115,882-93.7% | $100,516-92.7% | $158,922-95.4% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 4.89% | 34.79%-29.9pp | 30.89%-26.0pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,604 | $4,103-60.9% | $3,418-53.1% | $4,761-66.3% |
| Participant deferral / active EE | $2,427 | $6,674-63.6% | $6,270-61.3% | $5,982-59.4% |
| Admin fee / account holder | $155 | $10,995-98.6% | $8,081-98.1% | $11,246-98.6% |