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 | $5,390 | $101,069-94.7% | $81,478-93.4% | $147,584-96.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 2.73% | 32.40%-29.7pp | 38.78%-36.1pp | 578.55%-575.8pp |
| Employer contribution / active EE | $1,003 | $3,205-68.7% | $2,568-60.9% | $4,876-79.4% |
| Participant deferral / active EE | $1,133 | $4,242-73.3% | $3,537-68.0% | $5,439-79.2% |
| Admin fee / account holder | $208 | $5,812-96.4% | $4,561-95.4% | $10,885-98.1% |