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 | $13,695 | $159,901-91.4% | $146,958-90.7% | $145,922-90.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 2.63% | 98.13%-95.5pp | 418.34%-415.7pp | 561.29%-558.7pp |
| Employer contribution / active EE | $2,004 | $5,286-62.1% | $4,933-59.4% | $4,660-57.0% |
| Participant deferral / active EE | $3,804 | $8,428-54.9% | $8,070-52.9% | $6,688-43.1% |
| Admin fee / account holder | $124 | $15,044-99.2% | $12,998-99.0% | $13,397-99.1% |