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 | $16,685 | $69,362-75.9% | $101,248-83.5% | $73,488-77.3% |
| Participation rate | 70.3% | 68.4%+1.9pp | 75.8%-5.5pp | 70.7%-0.4pp |
| Annual return | -0.92% | 18.46%-19.4pp | 46.47%-47.4pp | 28.51%-29.4pp |
| Employer contribution / active EE | $1,802 | $2,628-31.4% | $3,660-50.8% | $2,270-20.6% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $274 | $704-61.0% | $5,945-95.4% | $513-46.6% |