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 | $8,372 | $175,202-95.2% | $149,673-94.4% | $139,434-94.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.11% | 166.71%-157.6pp | 134.42%-125.3pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,900 | $5,474-65.3% | $4,818-60.6% | $4,751-60.0% |
| Participant deferral / active EE | $6,045 | $6,519-7.3% | $5,680+6.4% | $6,710-9.9% |
| Admin fee / account holder | $105 | $16,150-99.3% | $13,210-99.2% | $11,403-99.1% |