Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $6,311 | $57,057-88.9% | $85,009-92.6% | $80,874-92.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 10.05% | 21.66%-11.6pp | 66.47%-56.4pp | 35.62%-25.6pp |
| Employer contribution / active EE | $1,671 | $1,799-7.1% | $2,728-38.8% | $2,756-39.4% |
| Participant deferral / active EE | $1,703 | $3,112-45.3% | $4,522-62.3% | $4,297-60.4% |
| Admin fee / account holder | $157 | $4,986-96.8% | $6,153-97.4% | $6,935-97.7% |