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 | $14,337 | $83,477-82.8% | $125,175-88.5% | $72,985-80.4% |
| Participation rate | 76.5% | 73.3%+3.2pp | 79.8%-3.3pp | 69.5%+7.0pp |
| Annual return | 11.47% | 25.78%-14.3pp | 43.79%-32.3pp | 81.00%-69.5pp |
| Employer contribution / active EE | $602 | $2,345-74.3% | $3,865-84.4% | $2,440-75.3% |
| Participant deferral / active EE | $2,312 | $3,585-35.5% | $4,937-53.2% | $3,607-35.9% |
| Admin fee / account holder | $123 | $5,517-97.8% | $9,702-98.7% | $5,124-97.6% |