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 | $13,629 | $99,341-86.3% | $84,750-83.9% | $273,961-95.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.08% | 22.93%-25.0pp | 22.78%-24.9pp | 41.45%-43.5pp |
| Employer contribution / active EE | $2,005 | $4,214-52.4% | $3,574-43.9% | $4,869-58.8% |
| Participant deferral / active EE | $6,602 | $4,269+54.6% | $3,712+77.9% | $5,287+24.9% |
| Admin fee / account holder | $42 | $6,644-99.4% | $5,332-99.2% | $10,132-99.6% |