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 | $17,177 | $72,492-76.3% | $87,100-80.3% | $72,985-76.5% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 15.89% | 24.46%-8.6pp | 28.19%-12.3pp | 81.00%-65.1pp |
| Employer contribution / active EE | $1,932 | $1,894+2.0% | $2,521-23.4% | $2,440-20.8% |
| Participant deferral / active EE | $3,429 | $3,270+4.9% | $4,049-15.3% | $3,607-5.0% |
| Admin fee / account holder | $209 | $5,055-95.9% | $7,497-97.2% | $5,124-95.9% |