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 | $18,749 | $127,386-85.3% | $115,037-83.7% | $125,391-85.0% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -9.20% | 31.28%-40.5pp | 26.14%-35.3pp | 282.22%-291.4pp |
| Employer contribution / active EE | $2,755 | $5,166-46.7% | $4,608-40.2% | $4,866-43.4% |
| Participant deferral / active EE | $9,648 | $6,423+50.2% | $6,026+60.1% | $5,352+80.3% |
| Admin fee / account holder | $271 | $9,516-97.1% | $8,175-96.7% | $9,540-97.2% |