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 6-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 | $16,024 | $148,534-89.2% | $135,903-88.2% | $139,434-88.5% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 6.93% | 79.19%-72.3pp | 68.23%-61.3pp | 372.94%-366.0pp |
| Employer contribution / active EE | $1,077 | $5,243-79.5% | $4,856-77.8% | $4,751-77.3% |
| Participant deferral / active EE | $3,530 | $8,100-56.4% | $7,758-54.5% | $6,710-47.4% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |