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 | $13,367 | $78,422-83.0% | $95,952-86.1% | $79,858-83.3% |
| Participation rate | 96.6% | 73.5%+23.1pp | 77.1%+19.5pp | 69.6%+26.9pp |
| Annual return | 4.31% | 19.37%-15.1pp | 91.61%-87.3pp | 31.71%-27.4pp |
| Employer contribution / active EE | $862 | $1,945-55.7% | $2,541-66.1% | $2,471-65.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $299 | $5,622-94.7% | $6,795-95.6% | $5,306-94.4% |