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 | $19,494 | $181,894-89.3% | $156,549-87.5% | $273,961-92.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.09% | 30.74%-28.7pp | 32.23%-30.1pp | 41.45%-39.4pp |
| Employer contribution / active EE | $3,464 | $6,248-44.6% | $5,501-37.0% | $4,869-28.8% |
| Participant deferral / active EE | $10,580 | $5,550+90.6% | $4,871+117.2% | $5,287+100.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |