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 | $8,178 | $87,540-90.7% | $75,781-89.2% | $125,391-93.5% |
| Participation rate | 82.6% | 80.2%+2.4pp | 75.8%+6.8pp | 83.2%-0.6pp |
| Annual return | -9.88% | 13.48%-23.4pp | 9.68%-19.6pp | 282.22%-292.1pp |
| Employer contribution / active EE | $1,161 | $3,930-70.4% | $3,323-65.1% | $4,866-76.1% |
| Participant deferral / active EE | $2,480 | $4,229-41.4% | $3,651-32.1% | $5,352-53.7% |
| Admin fee / account holder | $232 | $6,502-96.4% | $5,299-95.6% | $9,540-97.6% |