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 | $102,500 | $355,607-71.2% | $323,456-68.3% | $546,767-81.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 77.8%+22.2pp | 83.5%+16.5pp |
| Annual return | 2.50% | 13.92%-11.4pp | 13.20%-10.7pp | 10.35%-7.8pp |
| Employer contribution / active EE | $0 | $30,116-100.0% | $29,807-100.0% | $24,752-100.0% |
| Participant deferral / active EE | $0 | $9,107-100.0% | $8,204-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $8,428-100.0% | $10,251-100.0% | $48,677-100.0% |