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 8-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 | $9,264 | $127,386-92.7% | $115,037-91.9% | $125,391-92.6% |
| Participation rate | 94.7% | 84.2%+10.6pp | 81.4%+13.4pp | 83.2%+11.5pp |
| Annual return | -6.19% | 31.28%-37.5pp | 26.14%-32.3pp | 282.22%-288.4pp |
| Employer contribution / active EE | $2,263 | $5,166-56.2% | $4,608-50.9% | $4,866-53.5% |
| Participant deferral / active EE | $2,893 | $6,423-55.0% | $6,026-52.0% | $5,352-45.9% |
| Admin fee / account holder | $248 | $9,516-97.4% | $8,175-97.0% | $9,540-97.4% |