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 | $32,751 | $138,562-76.4% | $246,525-86.7% | $116,875-72.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.0%+18.0pp | 74.5%+25.5pp |
| Annual return | 9.28% | 16.14%-6.9pp | 0.46%+8.8pp | 16.29%-7.0pp |
| Employer contribution / active EE | $2,570 | $4,835-46.8% | $7,467-65.6% | $3,288-21.8% |
| Participant deferral / active EE | $0 | $4,207-100.0% | $5,422-100.0% | $3,885-100.0% |
| Admin fee / account holder | $0 | $18,110-100.0% | $16,551-100.0% | $12,263-100.0% |