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 5-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 | $17,176 | $99,985-82.8% | $146,665-88.3% | $85,850-80.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 6.65% | 18.93%-12.3pp | 22.74%-16.1pp | 318.53%-311.9pp |
| Employer contribution / active EE | $7,622 | $2,559+197.9% | $4,136+84.3% | $2,565+197.1% |
| Participant deferral / active EE | $3,545 | $4,006-11.5% | $5,506-35.6% | $3,952-10.3% |
| Admin fee / account holder | $49 | $7,702-99.4% | $10,280-99.5% | $6,260-99.2% |