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 | $5,630 | $49,177-88.6% | $79,464-92.9% | $64,186-91.2% |
| Participation rate | 94.0% | 65.0%+29.0pp | 73.3%+20.7pp | 69.6%+24.4pp |
| Annual return | -11.77% | -1.16%-10.6pp | 718.14%-729.9pp | 7.63%-19.4pp |
| Employer contribution / active EE | $761 | $2,076-63.3% | $2,800-72.8% | $2,381-68.0% |
| Participant deferral / active EE | $1,581 | $2,821-44.0% | $3,704-57.3% | $3,470-54.4% |
| Admin fee / account holder | $158 | $3,839-95.9% | $5,113-96.9% | $4,888-96.8% |