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 | $17,717 | $117,841-85.0% | $102,423-82.7% | $145,922-87.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 5.27% | 31.65%-26.4pp | 29.32%-24.1pp | 561.29%-556.0pp |
| Employer contribution / active EE | $2,700 | $3,615-25.3% | $3,023-10.7% | $4,660-42.1% |
| Participant deferral / active EE | $2,651 | $5,731-53.7% | $5,053-47.5% | $6,688-60.4% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |