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 | $2,122 | $56,277-96.2% | $80,975-97.4% | $62,891-96.6% |
| Participation rate | 93.9% | 69.0%+25.0pp | 75.8%+18.1pp | 69.3%+24.6pp |
| Annual return | 1.73% | 22.12%-20.4pp | 17.10%-15.4pp | 20.14%-18.4pp |
| Employer contribution / active EE | $632 | $1,943-67.5% | $3,714-83.0% | $2,281-72.3% |
| Participant deferral / active EE | $1,785 | $4,195-57.5% | $5,696-68.7% | $3,203-44.3% |
| Admin fee / account holder | $76 | $3,741-98.0% | $5,516-98.6% | $4,296-98.2% |