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 3-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 | $16,472 | $87,013-81.1% | $106,213-84.5% | $80,856-79.6% |
| Participation rate | 70.4% | 70.4%-0.1pp | 75.3%-4.9pp | 67.6%+2.7pp |
| Annual return | 6.60% | 17.05%-10.4pp | 116.14%-109.5pp | 35.59%-29.0pp |
| Employer contribution / active EE | $2,041 | $2,395-14.8% | $3,171-35.6% | $2,755-25.9% |
| Participant deferral / active EE | $3,056 | $3,986-23.3% | $5,016-39.1% | $4,296-28.9% |
| Admin fee / account holder | $34 | $8,431-99.6% | $11,033-99.7% | $6,918-99.5% |