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 | $25,325 | $67,606-62.5% | $82,313-69.2% | $70,131-63.9% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.9%-5.5pp | 69.5%+1.9pp |
| Annual return | 8.14% | 21.57%-13.4pp | 25.88%-17.7pp | 73.14%-65.0pp |
| Employer contribution / active EE | $760 | $1,755-56.7% | $2,428-68.7% | $2,342-67.5% |
| Participant deferral / active EE | $1,666 | $2,987-44.2% | $3,706-55.0% | $3,332-50.0% |
| Admin fee / account holder | $161 | $4,512-96.4% | $5,608-97.1% | $4,645-96.5% |