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 3-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 | $21,070 | $201,259-89.5% | $184,200-88.6% | $145,959-85.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.78% | 28.98%-20.2pp | 28.80%-20.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $3,517 | $7,018-49.9% | $6,424-45.2% | $4,661-24.5% |
| Participant deferral / active EE | $5,588 | $9,806-43.0% | $9,132-38.8% | $6,689-16.4% |
| Admin fee / account holder | $173 | $16,372-98.9% | $13,907-98.8% | $13,398-98.7% |