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 | $3,355 | $69,010-95.1% | $159,960-97.9% | $68,494-95.1% |
| Participation rate | 92.0% | 65.4%+26.6pp | 78.0%+14.0pp | 67.9%+24.1pp |
| Annual return | -21.12% | -9.65%-11.5pp | 408.60%-429.7pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,278 | $2,213-42.2% | $4,226-69.7% | $2,596-50.8% |
| Participant deferral / active EE | $2,618 | $4,212-37.8% | $6,182-57.7% | $4,027-35.0% |
| Admin fee / account holder | $288 | $4,798-94.0% | $8,698-96.7% | $5,403-94.7% |