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 | $19,715 | $165,912-88.1% | $122,332-83.9% | $147,584-86.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 5.14% | 34.55%-29.4pp | 30.27%-25.1pp | 578.55%-573.4pp |
| Employer contribution / active EE | $5,953 | $5,754+3.5% | $4,050+47.0% | $4,876+22.1% |
| Participant deferral / active EE | $12,283 | $4,005+206.7% | $3,287+273.7% | $5,439+125.9% |
| Admin fee / account holder | $3 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |