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 | $7,945 | $90,503-91.2% | $78,689-89.9% | $273,961-97.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.88% | 75.60%-79.5pp | 62.18%-66.1pp | 41.45%-45.3pp |
| Employer contribution / active EE | $1,868 | $3,176-41.2% | $2,851-34.5% | $4,869-61.6% |
| Participant deferral / active EE | $3,106 | $3,901-20.4% | $3,517-11.7% | $5,287-41.3% |
| Admin fee / account holder | $130 | $5,263-97.5% | $4,510-97.1% | $10,132-98.7% |