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 | $7,274 | $47,848-84.8% | $81,478-91.1% | $70,131-89.6% |
| Participation rate | 85.2% | 58.3%+26.9pp | 68.0%+17.2pp | 69.5%+15.6pp |
| Annual return | 0.26% | 27.25%-27.0pp | 38.78%-38.5pp | 73.14%-72.9pp |
| Employer contribution / active EE | $806 | $1,527-47.2% | $2,568-68.6% | $2,342-65.6% |
| Participant deferral / active EE | $1,390 | $2,453-43.3% | $3,537-60.7% | $3,332-58.3% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |