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 4-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 | $6,311 | $57,016-88.9% | $84,966-92.6% | $80,856-92.2% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 10.05% | 21.66%-11.6pp | 66.38%-56.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,671 | $1,798-7.1% | $2,727-38.7% | $2,755-39.4% |
| Participant deferral / active EE | $1,703 | $3,110-45.2% | $4,519-62.3% | $4,296-60.3% |
| Admin fee / account holder | $157 | $4,980-96.8% | $6,149-97.4% | $6,918-97.7% |