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 9-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 | $24,487 | $67,606-63.8% | $82,313-70.3% | $70,131-65.1% |
| Participation rate | 78.8% | 72.8%+6.0pp | 76.9%+1.9pp | 69.5%+9.2pp |
| Annual return | 2.85% | 21.57%-18.7pp | 25.88%-23.0pp | 73.14%-70.3pp |
| Employer contribution / active EE | $1,673 | $1,755-4.7% | $2,428-31.1% | $2,342-28.6% |
| Participant deferral / active EE | $2,077 | $2,987-30.5% | $3,706-43.9% | $3,332-37.7% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |