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 | $13,614 | $99,341-86.3% | $84,750-83.9% | $273,961-95.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -3.07% | 22.93%-26.0pp | 22.78%-25.9pp | 41.45%-44.5pp |
| Employer contribution / active EE | $1,441 | $4,214-65.8% | $3,574-59.7% | $4,869-70.4% |
| Participant deferral / active EE | $1,549 | $4,269-63.7% | $3,712-58.3% | $5,287-70.7% |
| Admin fee / account holder | $223 | $6,644-96.6% | $5,332-95.8% | $10,132-97.8% |