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 | $14,466 | $105,859-86.3% | $90,160-84.0% | $147,584-90.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 1.04% | 37.63%-36.6pp | 34.88%-33.8pp | 578.55%-577.5pp |
| Employer contribution / active EE | $2,616 | $4,126-36.6% | $3,318-21.2% | $4,876-46.4% |
| Participant deferral / active EE | $4,966 | $5,733-13.4% | $5,288-6.1% | $5,439-8.7% |
| Admin fee / account holder | $54 | $8,046-99.3% | $5,943-99.1% | $10,885-99.5% |