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 | $9,581 | $107,791-91.1% | $90,645-89.4% | $135,375-92.9% |
| Participation rate | 79.2% | 78.0%+1.1pp | 74.0%+5.1pp | 82.6%-3.5pp |
| Annual return | -11.59% | -0.90%-10.7pp | 1.88%-13.5pp | 519.73%-531.3pp |
| Employer contribution / active EE | $814 | $3,018-73.0% | $2,532-67.8% | $4,779-83.0% |
| Participant deferral / active EE | $3,363 | $3,872-13.2% | $3,425-1.8% | $5,609-40.0% |
| Admin fee / account holder | $131 | $5,930-97.8% | $4,994-97.4% | $10,827-98.8% |