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 | $17,666 | $78,694-77.6% | $67,652-73.9% | $125,391-85.9% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -4.13% | 9.46%-13.6pp | 6625.04%-6629.2pp | 282.22%-286.4pp |
| Employer contribution / active EE | $1,314 | $3,044-56.8% | $2,266-42.0% | $4,866-73.0% |
| Participant deferral / active EE | $1,938 | $4,292-54.9% | $3,560-45.6% | $5,352-63.8% |
| Admin fee / account holder | $213 | $7,403-97.1% | $4,821-95.6% | $9,540-97.8% |