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 | $13,276 | $99,341-86.6% | $84,750-84.3% | $273,961-95.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.56% | 22.93%-23.5pp | 22.78%-23.3pp | 41.45%-42.0pp |
| Employer contribution / active EE | $12,401 | $4,214+194.3% | $3,574+247.0% | $4,869+154.7% |
| Participant deferral / active EE | $1,034 | $4,269-75.8% | $3,712-72.1% | $5,287-80.4% |
| Admin fee / account holder | $45 | $6,644-99.3% | $5,332-99.2% | $10,132-99.6% |