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 | $16,283 | $57,354-71.6% | $83,848-80.6% | $64,186-74.6% |
| Participation rate | 90.3% | 68.6%+21.7pp | 76.1%+14.2pp | 69.6%+20.8pp |
| Annual return | -9.80% | 11.38%-21.2pp | 850.88%-860.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $2,539 | $2,545-0.2% | $3,631-30.1% | $2,381+6.6% |
| Participant deferral / active EE | $4,398 | $2,993+46.9% | $4,082+7.8% | $3,470+26.8% |
| Admin fee / account holder | $228 | $4,046-94.4% | $5,478-95.8% | $4,888-95.3% |