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 | $12,331 | $65,041-81.0% | $90,951-86.4% | $79,858-84.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 4.50% | 30.45%-26.0pp | 134.60%-130.1pp | 31.71%-27.2pp |
| Employer contribution / active EE | $1,875 | $1,247+50.4% | $2,122-11.6% | $2,471-24.1% |
| Participant deferral / active EE | $2,428 | $2,512-3.3% | $3,373-28.0% | $3,740-35.1% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |