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 | $26,952 | $131,829-79.6% | $108,579-75.2% | $273,961-90.2% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 1.95% | -91.57%+93.5pp | -51.70%+53.6pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,519 | $4,912-69.1% | $3,758-59.6% | $4,869-68.8% |
| Participant deferral / active EE | $6,989 | $5,127+36.3% | $4,311+62.1% | $5,287+32.2% |
| Admin fee / account holder | $29 | $10,252-99.7% | $7,645-99.6% | $10,132-99.7% |