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 | $13,685 | $72,492-81.1% | $87,100-84.3% | $72,985-81.2% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 2.79% | 24.46%-21.7pp | 28.19%-25.4pp | 81.00%-78.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,585 | $3,270-51.5% | $4,049-60.9% | $3,607-56.1% |
| Admin fee / account holder | $127 | $5,055-97.5% | $7,497-98.3% | $5,124-97.5% |