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 4-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 | $7,858 | $65,561-88.0% | $86,188-90.9% | $75,163-89.5% |
| Participation rate | 96.2% | 60.5%+35.7pp | 69.0%+27.2pp | 67.2%+29.0pp |
| Annual return | 11.94% | 46.05%-34.1pp | 1168.45%-1156.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,495 | $1,553-3.7% | $2,380-37.2% | $2,670-44.0% |
| Participant deferral / active EE | $3,168 | $3,024+4.8% | $3,985-20.5% | $4,125-23.2% |
| Admin fee / account holder | $271 | $5,474-95.0% | $6,852-96.0% | $5,651-95.2% |