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 | $12,763 | $87,540-85.4% | $75,781-83.2% | $125,391-89.8% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | -6.90% | 13.48%-20.4pp | 9.68%-16.6pp | 282.22%-289.1pp |
| Employer contribution / active EE | $1,749 | $3,930-55.5% | $3,323-47.4% | $4,866-64.0% |
| Participant deferral / active EE | $2,119 | $4,229-49.9% | $3,651-42.0% | $5,352-60.4% |
| Admin fee / account holder | $109 | $6,502-98.3% | $5,299-97.9% | $9,540-98.9% |