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 | $16,294 | $181,894-91.0% | $156,549-89.6% | $273,961-94.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.52% | 30.74%-31.3pp | 32.23%-32.8pp | 41.45%-42.0pp |
| Employer contribution / active EE | $2,777 | $6,248-55.5% | $5,501-49.5% | $4,869-43.0% |
| Participant deferral / active EE | $8,398 | $5,550+51.3% | $4,871+72.4% | $5,287+58.8% |
| Admin fee / account holder | $222 | $15,559-98.6% | $13,027-98.3% | $10,132-97.8% |