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 | $15,789 | $46,869-66.3% | $122,332-87.1% | $70,131-77.5% |
| Participation rate | 79.2% | 58.2%+21.1pp | 71.6%+7.6pp | 69.5%+9.7pp |
| Annual return | 12.75% | 24.22%-11.5pp | 30.27%-17.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,727 | $2,166-20.3% | $3,287-47.5% | $3,332-48.2% |
| Admin fee / account holder | $235 | $3,322-92.9% | $5,478-95.7% | $4,645-94.9% |