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 | $11,689 | $85,766-86.4% | $136,294-91.4% | $70,131-83.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.00% | 31.45%-17.5pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,118 | $2,966-28.6% | $4,695-54.9% | $2,342-9.6% |
| Participant deferral / active EE | $2,628 | $5,051-48.0% | $6,247-57.9% | $3,332-21.1% |
| Admin fee / account holder | $124 | $5,420-97.7% | $9,243-98.7% | $4,645-97.3% |