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 3-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 | $5,064 | $81,233-93.8% | $155,567-96.7% | $80,874-93.7% |
| Participation rate | 97.3% | 66.2%+31.1pp | 78.2%+19.1pp | 67.6%+29.7pp |
| Annual return | 8.03% | 33.33%-25.3pp | 64.74%-56.7pp | 35.62%-27.6pp |
| Employer contribution / active EE | $2,179 | $3,101-29.7% | $4,674-53.4% | $2,756-20.9% |
| Participant deferral / active EE | $1,696 | $3,452-50.9% | $5,628-69.9% | $4,297-60.5% |
| Admin fee / account holder | $160 | $7,998-98.0% | $15,916-99.0% | $6,935-97.7% |