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 | $10,176 | $107,791-90.6% | $90,645-88.8% | $135,375-92.5% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -10.85% | -0.90%-9.9pp | 1.88%-12.7pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,760 | $3,018-41.7% | $2,532-30.5% | $4,779-63.2% |
| Participant deferral / active EE | $1,921 | $3,872-50.4% | $3,425-43.9% | $5,609-65.8% |
| Admin fee / account holder | $24 | $5,930-99.6% | $4,994-99.5% | $10,827-99.8% |