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 | $5,308 | $175,202-97.0% | $149,673-96.5% | $139,434-96.2% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 5.00% | 166.71%-161.7pp | 134.42%-129.4pp | 372.94%-367.9pp |
| Employer contribution / active EE | $1,271 | $5,474-76.8% | $4,818-73.6% | $4,751-73.3% |
| Participant deferral / active EE | $2,218 | $6,519-66.0% | $5,680-60.9% | $6,710-66.9% |
| Admin fee / account holder | $1 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |