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 | $22,609 | $132,239-82.9% | $105,722-78.6% | $273,961-91.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 0.62% | 10.07%-9.5pp | 12.25%-11.6pp | 41.45%-40.8pp |
| Employer contribution / active EE | $11,024 | $4,867+126.5% | $4,079+170.3% | $4,869+126.4% |
| Participant deferral / active EE | $7,663 | $6,233+22.9% | $5,326+43.9% | $5,287+44.9% |
| Admin fee / account holder | $78 | $12,032-99.4% | $8,308-99.1% | $10,132-99.2% |