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 8-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 | $10,321 | $176,056-94.1% | $159,436-93.5% | $167,490-93.8% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 7.36% | 331.75%-324.4pp | 263.57%-256.2pp | 478.56%-471.2pp |
| Employer contribution / active EE | $1,424 | $5,297-73.1% | $4,829-70.5% | $4,837-70.6% |
| Participant deferral / active EE | $3,598 | $7,750-53.6% | $7,352-51.1% | $6,341-43.3% |
| Admin fee / account holder | $276 | $12,554-97.8% | $10,799-97.4% | $12,309-97.8% |