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 | $9,283 | $105,630-91.2% | $87,507-89.4% | $273,961-96.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -0.78% | 12.25%-13.0pp | 12.21%-13.0pp | 41.45%-42.2pp |
| Employer contribution / active EE | $362 | $3,141-88.5% | $2,550-85.8% | $4,869-92.6% |
| Participant deferral / active EE | $8,282 | $3,601+130.0% | $3,149+163.0% | $5,287+56.6% |
| Admin fee / account holder | $17 | $4,781-99.6% | $4,221-99.6% | $10,132-99.8% |