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 | $12,486 | $90,503-86.2% | $78,689-84.1% | $273,961-95.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.53% | 75.60%-74.1pp | 62.18%-60.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $6,520 | $3,176+105.3% | $2,851+128.7% | $4,869+33.9% |
| Participant deferral / active EE | $890 | $3,901-77.2% | $3,517-74.7% | $5,287-83.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |