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 10-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 | $13,226 | $93,071-85.8% | $74,583-82.3% | $273,961-95.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.16% | 26.18%-26.0pp | 20.47%-20.3pp | 41.45%-41.3pp |
| Employer contribution / active EE | $6,419 | $3,160+103.2% | $2,525+154.2% | $4,869+31.9% |
| Participant deferral / active EE | $3,223 | $4,160-22.5% | $3,458-6.8% | $5,287-39.0% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |