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 | $9,182 | $48,076-80.9% | $78,689-88.3% | $62,891-85.4% |
| Participation rate | 86.2% | 65.2%+21.0pp | 73.6%+12.6pp | 69.3%+16.9pp |
| Annual return | 3.37% | 31.35%-28.0pp | 62.18%-58.8pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,649 | $2,015-18.2% | $2,851-42.2% | $2,281-27.7% |
| Participant deferral / active EE | $3,962 | $2,588+53.1% | $3,517+12.6% | $3,203+23.7% |
| Admin fee / account holder | $48 | $3,207-98.5% | $4,510-98.9% | $4,296-98.9% |