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 | $13,711 | $131,829-89.6% | $108,579-87.4% | $273,961-95.0% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 0.52% | -91.57%+92.1pp | -51.70%+52.2pp | 41.45%-40.9pp |
| Employer contribution / active EE | $1,520 | $4,912-69.1% | $3,758-59.6% | $4,869-68.8% |
| Participant deferral / active EE | $2,278 | $5,127-55.6% | $4,311-47.2% | $5,287-56.9% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |