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 | $27,826 | $176,812-84.3% | $146,665-81.0% | $167,490-83.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.08% | 24.03%-16.0pp | 22.74%-14.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $3,703 | $5,160-28.2% | $4,136-10.5% | $4,837-23.4% |
| Participant deferral / active EE | $6,441 | $6,4400% | $5,506+17.0% | $6,341+1.6% |
| Admin fee / account holder | $240 | $13,259-98.2% | $10,280-97.7% | $12,309-98.1% |