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 | $29,345 | $181,894-83.9% | $156,549-81.3% | $273,961-89.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.29% | 30.74%-28.4pp | 32.23%-29.9pp | 41.45%-39.2pp |
| Employer contribution / active EE | $1,827 | $6,248-70.8% | $5,501-66.8% | $4,869-62.5% |
| Participant deferral / active EE | $4,941 | $5,550-11.0% | $4,871+1.4% | $5,287-6.5% |
| Admin fee / account holder | $290 | $15,559-98.1% | $13,027-97.8% | $10,132-97.1% |