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 | $14,436 | $56,110-74.3% | $94,993-84.8% | $70,131-79.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 10.19% | 51.02%-40.8pp | 27.12%-16.9pp | 73.14%-62.9pp |
| Employer contribution / active EE | $400 | $1,442-72.3% | $2,603-84.6% | $2,342-82.9% |
| Participant deferral / active EE | $1,031 | $2,391-56.9% | $3,317-68.9% | $3,332-69.0% |
| Admin fee / account holder | $223 | $3,456-93.6% | $4,960-95.5% | $4,645-95.2% |