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 7-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 | $8,104 | $209,411-96.1% | $178,490-95.5% | $158,922-94.9% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 2.91% | 188.75%-185.8pp | 151.07%-148.2pp | 302.83%-299.9pp |
| Employer contribution / active EE | $1,223 | $5,706-78.6% | $5,011-75.6% | $4,761-74.3% |
| Participant deferral / active EE | $3,046 | $5,954-48.8% | $5,202-41.4% | $5,982-49.1% |
| Admin fee / account holder | $19 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |