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 | $6,169 | $78,694-92.2% | $67,652-90.9% | $125,391-95.1% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.1pp | 83.2%+2.5pp |
| Annual return | -4.03% | 9.46%-13.5pp | 6625.04%-6629.1pp | 282.22%-286.3pp |
| Employer contribution / active EE | $1,363 | $3,044-55.2% | $2,266-39.9% | $4,866-72.0% |
| Participant deferral / active EE | $2,145 | $4,292-50.0% | $3,560-39.8% | $5,352-59.9% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |