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 | $4,836 | $95,193-94.9% | $76,523-93.7% | $135,375-96.4% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -12.68% | 4.85%-17.5pp | -0.27%-12.4pp | 519.73%-532.4pp |
| Employer contribution / active EE | $494 | $3,302-85.0% | $2,647-81.3% | $4,779-89.7% |
| Participant deferral / active EE | $1,714 | $4,639-63.1% | $3,835-55.3% | $5,609-69.4% |
| Admin fee / account holder | $112 | $6,249-98.2% | $4,848-97.7% | $10,827-99.0% |