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 | $19,523 | $228,332-91.4% | $185,823-89.5% | $158,922-87.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.80% | 40.80%-37.0pp | 35.95%-32.2pp | 302.83%-299.0pp |
| Employer contribution / active EE | $2,762 | $4,967-44.4% | $4,087-32.4% | $4,761-42.0% |
| Participant deferral / active EE | $2,181 | $6,415-66.0% | $5,632-61.3% | $5,982-63.5% |
| Admin fee / account holder | $207 | $11,864-98.3% | $9,500-97.8% | $11,246-98.2% |