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 5-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 | $6,461 | $78,672-91.8% | $109,143-94.1% | $85,850-92.5% |
| Participation rate | 96.6% | 68.3%+28.3pp | 75.9%+20.7pp | 69.3%+27.2pp |
| Annual return | 6.79% | 25.09%-18.3pp | 25.75%-19.0pp | 318.53%-311.7pp |
| Employer contribution / active EE | $3,777 | $2,735+38.1% | $3,722+1.5% | $2,565+47.2% |
| Participant deferral / active EE | $1,793 | $3,467-48.3% | $4,653-61.5% | $3,952-54.6% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |