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 | $14,544 | $109,413-86.7% | $156,263-90.7% | $84,808-82.9% |
| Participation rate | 80.8% | 72.7%+8.1pp | 78.9%+1.9pp | 68.3%+12.5pp |
| Annual return | 4.51% | 20.18%-15.7pp | 59.47%-55.0pp | 40.90%-36.4pp |
| Employer contribution / active EE | $3,877 | $2,907+33.4% | $4,333-10.5% | $2,631+47.4% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |