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 | $16,597 | $48,364-65.7% | $71,796-76.9% | $62,891-73.6% |
| Participation rate | 78.1% | 60.6%+17.5pp | 69.1%+9.0pp | 69.3%+8.8pp |
| Annual return | 1.15% | 13.16%-12.0pp | 78.04%-76.9pp | 20.14%-19.0pp |
| Employer contribution / active EE | $1,022 | $1,042-1.9% | $1,924-46.9% | $2,281-55.2% |
| Participant deferral / active EE | $1,584 | $2,091-24.2% | $2,794-43.3% | $3,203-50.5% |
| Admin fee / account holder | $210 | $3,771-94.4% | $4,815-95.6% | $4,296-95.1% |