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 | $10,352 | $135,952-92.4% | $123,892-91.6% | $273,961-96.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.49% | 56.63%-54.1pp | 47.52%-45.0pp | 41.45%-39.0pp |
| Employer contribution / active EE | $2,972 | $5,170-42.5% | $4,617-35.6% | $4,869-38.9% |
| Participant deferral / active EE | $2,804 | $6,343-55.8% | $5,984-53.1% | $5,287-47.0% |
| Admin fee / account holder | $184 | $9,817-98.1% | $8,357-97.8% | $10,132-98.2% |