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 10-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 | $8,018 | $215,361-96.3% | $171,082-95.3% | $273,961-97.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | -9.00% | 25.14%-34.1pp | 32.56%-41.6pp | 41.45%-50.4pp |
| Employer contribution / active EE | $1,828 | $4,967-63.2% | $4,002-54.3% | $4,869-62.4% |
| Participant deferral / active EE | $5,681 | $5,543+2.5% | $4,797+18.4% | $5,287+7.4% |
| Admin fee / account holder | $123 | $10,846-98.9% | $8,520-98.6% | $10,132-98.8% |