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 | $74,927-91.3% | $101,794-93.6% | $84,808-92.3% |
| Participation rate | 94.9% | 61.4%+33.5pp | 69.2%+25.7pp | 68.3%+26.6pp |
| Annual return | 11.71% | 18.70%-7.0pp | 30.53%-18.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $411 | $1,522-73.0% | $2,289-82.0% | $2,631-84.4% |
| Participant deferral / active EE | $2,091 | $3,099-32.5% | $4,084-48.8% | $4,212-50.3% |
| Admin fee / account holder | $190 | $6,514-97.1% | $8,777-97.8% | $7,344-97.4% |