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 | $8,413 | $55,706-84.9% | $75,886-88.9% | $72,985-88.5% |
| Participation rate | 98.8% | 61.1%+37.7pp | 69.3%+29.5pp | 69.5%+29.3pp |
| Annual return | 7.84% | 27.59%-19.8pp | 30.76%-22.9pp | 81.00%-73.2pp |
| Employer contribution / active EE | $610 | $1,687-63.8% | $2,500-75.6% | $2,440-75.0% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |