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 | $10,737 | $91,190-88.2% | $178,490-94.0% | $79,858-86.6% |
| Participation rate | 81.8% | 69.2%+12.6pp | 81.9%-0.1pp | 69.6%+12.2pp |
| Annual return | 4.10% | 24.19%-20.1pp | 151.07%-147.0pp | 31.71%-27.6pp |
| Employer contribution / active EE | $1,544 | $3,256-52.6% | $5,011-69.2% | $2,471-37.5% |
| Participant deferral / active EE | $1,141 | $3,236-64.8% | $5,202-78.1% | $3,740-69.5% |
| Admin fee / account holder | $111 | $6,751-98.4% | $13,984-99.2% | $5,306-97.9% |