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 | $19,224 | $167,483-88.5% | $115,752-83.4% | $147,584-87.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 1.33% | 12.11%-10.8pp | 19.41%-18.1pp | 578.55%-577.2pp |
| Employer contribution / active EE | $2,081 | $4,960-58.0% | $3,492-40.4% | $4,876-57.3% |
| Participant deferral / active EE | $4,289 | $7,037-39.1% | $5,204-17.6% | $5,439-21.1% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,885-100.0% |