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 | $12,915 | $96,557-86.6% | $80,975-84.1% | $273,961-95.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.35% | 15.14%-13.8pp | 17.10%-15.8pp | 41.45%-40.1pp |
| Employer contribution / active EE | $1,447 | $4,868-70.3% | $3,714-61.0% | $4,869-70.3% |
| Participant deferral / active EE | $5,635 | $6,598-14.6% | $5,696-1.1% | $5,287+6.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |