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 | $15,274 | $112,096-86.4% | $95,952-84.1% | $158,922-90.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.04% | 171.09%-166.1pp | 91.61%-86.6pp | 302.83%-297.8pp |
| Employer contribution / active EE | $848 | $3,198-73.5% | $2,541-66.6% | $4,761-82.2% |
| Participant deferral / active EE | $3,195 | $4,784-33.2% | $4,167-23.3% | $5,982-46.6% |
| Admin fee / account holder | $233 | $10,130-97.7% | $6,795-96.6% | $11,246-97.9% |