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 | $13,323 | $58,523-77.2% | $99,443-86.6% | $72,985-81.7% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 9.57% | 28.51%-18.9pp | 30.72%-21.1pp | 81.00%-71.4pp |
| Employer contribution / active EE | $452 | $1,512-70.1% | $2,540-82.2% | $2,440-81.5% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,607-100.0% |
| Admin fee / account holder | $297 | $4,102-92.8% | $6,250-95.2% | $5,124-94.2% |