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 | $20,004 | $60,349-66.9% | $74,183-73.0% | $62,891-68.2% |
| Participation rate | 85.2% | 72.7%+12.5pp | 76.6%+8.6pp | 69.3%+15.9pp |
| Annual return | 1.13% | 21.37%-20.2pp | 17.74%-16.6pp | 20.14%-19.0pp |
| Employer contribution / active EE | $818 | $1,680-51.3% | $2,370-65.5% | $2,281-64.1% |
| Participant deferral / active EE | $1,853 | $2,856-35.1% | $3,550-47.8% | $3,203-42.1% |
| Admin fee / account holder | $43 | $4,261-99.0% | $5,586-99.2% | $4,296-99.0% |