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 | $2,540 | $99,341-97.4% | $84,750-97.0% | $273,961-99.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.78% | 22.93%-25.7pp | 22.78%-25.6pp | 41.45%-44.2pp |
| Employer contribution / active EE | $908 | $4,214-78.5% | $3,574-74.6% | $4,869-81.4% |
| Participant deferral / active EE | $1,492 | $4,269-65.0% | $3,712-59.8% | $5,287-71.8% |
| Admin fee / account holder | $211 | $6,644-96.8% | $5,332-96.0% | $10,132-97.9% |