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 | $10,822 | $65,685-83.5% | $57,179-81.1% | $273,961-96.0% |
| Participation rate | 95.2% | 78.3%+16.9pp | 75.3%+19.9pp | 83.0%+12.2pp |
| Annual return | 0.05% | 21.99%-21.9pp | 14.59%-14.5pp | 41.45%-41.4pp |
| Employer contribution / active EE | $1,431 | $3,279-56.3% | $2,682-46.6% | $4,869-70.6% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $54 | $4,835-98.9% | $3,139-98.3% | $10,132-99.5% |