Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $4,639 | $180,749-97.4% | $160,784-97.1% | $137,256-96.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 8.10% | 2234.46%-2226.4pp | 1803.92%-1795.8pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,908 | $4,155-54.1% | $3,733-48.9% | $4,156-54.1% |
| Participant deferral / active EE | $1,908 | $6,844-72.1% | $6,293-69.7% | $6,407-70.2% |
| Admin fee / account holder | $18 | $10,397-99.8% | $9,717-99.8% | $12,270-99.9% |