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 | $5,315 | $99,341-94.7% | $84,750-93.7% | $273,961-98.1% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 0.88% | 22.93%-22.1pp | 22.78%-21.9pp | 41.45%-40.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,867 | $4,269-56.3% | $3,712-49.7% | $5,287-64.7% |
| Admin fee / account holder | $143 | $6,644-97.8% | $5,332-97.3% | $10,132-98.6% |