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 4-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 | $16,433 | $183,519-91.0% | $155,509-89.4% | $145,922-88.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 6.91% | 61.17%-54.3pp | 64.67%-57.8pp | 561.29%-554.4pp |
| Employer contribution / active EE | $5,474 | $5,313+3.0% | $4,672+17.2% | $4,660+17.5% |
| Participant deferral / active EE | $12,658 | $6,462+95.9% | $5,626+125.0% | $6,688+89.3% |
| Admin fee / account holder | $290 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |