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 | $11,041 | $176,662-93.8% | $130,648-91.5% | $152,861-92.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.4%-2.4pp |
| Annual return | 0.76% | 2692.24%-2691.5pp | 1708.96%-1708.2pp | 345.32%-344.6pp |
| Employer contribution / active EE | $242 | $5,742-95.8% | $4,092-94.1% | $4,762-94.9% |
| Participant deferral / active EE | $1,600 | $4,361-63.3% | $3,603-55.6% | $5,850-72.7% |
| Admin fee / account holder | $270 | $7,133-96.2% | $5,464-95.1% | $11,596-97.7% |