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 | $29,783 | $87,841-66.1% | $133,980-77.8% | $62,891-52.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 0.68% | 12.05%-11.4pp | 29.30%-28.6pp | 20.14%-19.5pp |
| Employer contribution / active EE | $2,244 | $3,483-35.6% | $5,211-56.9% | $2,281-1.6% |
| Participant deferral / active EE | $4,246 | $4,812-11.8% | $6,282-32.4% | $3,203+32.6% |
| Admin fee / account holder | $190 | $5,371-96.5% | $9,324-98.0% | $4,296-95.6% |