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 | $13,864 | $148,534-90.7% | $135,903-89.8% | $139,434-90.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 7.54% | 79.19%-71.7pp | 68.23%-60.7pp | 372.94%-365.4pp |
| Employer contribution / active EE | $1,584 | $5,243-69.8% | $4,856-67.4% | $4,751-66.7% |
| Participant deferral / active EE | $2,675 | $8,100-67.0% | $7,758-65.5% | $6,710-60.1% |
| Admin fee / account holder | $141 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |