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 | $10,294 | $97,044-89.4% | $83,333-87.6% | $135,375-92.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -22.81% | 12.31%-35.1pp | 10.63%-33.4pp | 519.73%-542.5pp |
| Employer contribution / active EE | $2,585 | $4,143-37.6% | $3,379-23.5% | $4,779-45.9% |
| Participant deferral / active EE | $5,445 | $5,964-8.7% | $5,565-2.2% | $5,609-2.9% |
| Admin fee / account holder | $284 | $8,380-96.6% | $7,510-96.2% | $10,827-97.4% |