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 | $21,667 | $135,952-84.1% | $123,892-82.5% | $273,961-92.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 1.70% | 56.63%-54.9pp | 47.52%-45.8pp | 41.45%-39.7pp |
| Employer contribution / active EE | $3,366 | $5,170-34.9% | $4,617-27.1% | $4,869-30.9% |
| Participant deferral / active EE | $5,216 | $6,343-17.8% | $5,984-12.8% | $5,287-1.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |