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 9-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 | $6,533 | $73,787-91.1% | $98,716-93.4% | $82,448-92.1% |
| Participation rate | 94.9% | 61.4%+33.5pp | 69.3%+25.6pp | 68.1%+26.8pp |
| Annual return | 11.71% | 18.57%-6.9pp | 31.81%-20.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $411 | $1,511-72.8% | $2,279-82.0% | $2,551-83.9% |
| Participant deferral / active EE | $2,091 | $3,081-32.1% | $4,048-48.3% | $4,139-49.5% |
| Admin fee / account holder | $190 | $6,500-97.1% | $8,703-97.8% | $7,234-97.4% |