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 | $3,382 | $77,634-95.6% | $156,549-97.8% | $62,891-94.6% |
| Participation rate | 89.2% | 71.2%+18.0pp | 84.0%+5.1pp | 69.3%+19.9pp |
| Annual return | 1.96% | 50.32%-48.4pp | 32.23%-30.3pp | 20.14%-18.2pp |
| Employer contribution / active EE | $604 | $3,444-82.5% | $5,501-89.0% | $2,281-73.5% |
| Participant deferral / active EE | $1,485 | $3,045-51.2% | $4,871-69.5% | $3,203-53.6% |
| Admin fee / account holder | $22 | $5,561-99.6% | $13,027-99.8% | $4,296-99.5% |