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 | $14,970 | $57,065-73.8% | $75,670-80.2% | $70,131-78.7% |
| Participation rate | 75.0% | 68.1%+6.9pp | 72.3%+2.7pp | 69.5%+5.5pp |
| Annual return | 11.71% | 23.57%-11.9pp | 27.34%-15.6pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,818 | $1,817+0.1% | $2,352-22.7% | $2,342-22.4% |
| Participant deferral / active EE | $984 | $2,580-61.9% | $3,142-68.7% | $3,332-70.5% |
| Admin fee / account holder | $253 | $3,825-93.4% | $5,800-95.6% | $4,645-94.5% |