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 | $15,731 | $176,056-91.1% | $159,436-90.1% | $167,490-90.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.98% | 331.75%-329.8pp | 263.57%-261.6pp | 478.56%-476.6pp |
| Employer contribution / active EE | $1,193 | $5,297-77.5% | $4,829-75.3% | $4,837-75.3% |
| Participant deferral / active EE | $3,110 | $7,750-59.9% | $7,352-57.7% | $6,341-51.0% |
| Admin fee / account holder | $249 | $12,554-98.0% | $10,799-97.7% | $12,309-98.0% |