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 4-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 | $5,443 | $77,899-93.0% | $149,673-96.4% | $75,163-92.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.09% | 31.72%-19.6pp | 134.42%-122.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $2,758 | $3,137-12.1% | $4,818-42.7% | $2,670+3.3% |
| Participant deferral / active EE | $2,425 | $3,411-28.9% | $5,680-57.3% | $4,125-41.2% |
| Admin fee / account holder | $74 | $5,956-98.8% | $13,210-99.4% | $5,651-98.7% |