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 | $10,256 | $92,222-88.9% | $76,768-86.6% | $135,375-92.4% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -14.65% | 5.46%-20.1pp | 2.43%-17.1pp | 519.73%-534.4pp |
| Employer contribution / active EE | $1,363 | $3,216-57.6% | $2,485-45.1% | $4,779-71.5% |
| Participant deferral / active EE | $3,636 | $4,509-19.4% | $3,852-5.6% | $5,609-35.2% |
| Admin fee / account holder | $277 | $10,748-97.4% | $6,675-95.8% | $10,827-97.4% |