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 | $12,261 | $217,402-94.4% | $185,823-93.4% | $167,490-92.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 1.52% | 148.36%-146.8pp | 122.05%-120.5pp | 478.56%-477.0pp |
| Employer contribution / active EE | $6,416 | $5,873+9.2% | $5,167+24.2% | $4,837+32.6% |
| Participant deferral / active EE | $4,925 | $6,356-22.5% | $5,568-11.5% | $6,341-22.3% |
| Admin fee / account holder | $13 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |