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 | $25,365 | $149,679-83.1% | $117,039-78.3% | $147,584-82.8% |
| Participation rate | 83.3% | 83.5%-0.2pp | 77.2%+6.1pp | 82.8%+0.5pp |
| Annual return | -0.86% | 19.31%-20.2pp | 18.95%-19.8pp | 578.55%-579.4pp |
| Employer contribution / active EE | $10,155 | $4,937+105.7% | $3,785+168.3% | $4,876+108.3% |
| Participant deferral / active EE | $8,000 | $4,912+62.9% | $3,929+103.6% | $5,439+47.1% |
| Admin fee / account holder | $241 | $7,856-96.9% | $5,974-96.0% | $10,885-97.8% |