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 | $10,043 | $114,237-91.2% | $119,258-91.6% | $167,490-94.0% |
| Participation rate | 91.7% | 83.7%+7.9pp | 82.7%+8.9pp | 82.1%+9.6pp |
| Annual return | 6.70% | 29.87%-23.2pp | 30.69%-24.0pp | 478.56%-471.9pp |
| Employer contribution / active EE | $3,118 | $4,481-30.4% | $4,384-28.9% | $4,837-35.5% |
| Participant deferral / active EE | $0 | $6,084-100.0% | $6,111-100.0% | $6,341-100.0% |
| Admin fee / account holder | $90 | $8,932-99.0% | $7,226-98.8% | $12,309-99.3% |