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 | $4,432 | $99,032-95.5% | $80,019-94.5% | $135,375-96.7% |
| Participation rate | 93.8% | 78.4%+15.4pp | 75.8%+17.9pp | 82.6%+11.1pp |
| Annual return | -10.77% | 15.39%-26.2pp | 11.22%-22.0pp | 519.73%-530.5pp |
| Employer contribution / active EE | $801 | $3,043-73.7% | $2,468-67.5% | $4,779-83.2% |
| Participant deferral / active EE | $1,542 | $4,282-64.0% | $3,686-58.2% | $5,609-72.5% |
| Admin fee / account holder | $172 | $10,436-98.4% | $6,521-97.4% | $10,827-98.4% |