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 | $13,265 | $50,958-74.0% | $74,550-82.2% | $64,186-79.3% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.1%+8.6pp | 69.6%+8.2pp |
| Annual return | -9.22% | -1.86%-7.4pp | 32.53%-41.8pp | 7.63%-16.9pp |
| Employer contribution / active EE | $534 | $1,115-52.1% | $1,961-72.8% | $2,381-77.6% |
| Participant deferral / active EE | $1,121 | $2,301-51.3% | $3,108-63.9% | $3,470-67.7% |
| Admin fee / account holder | $130 | $4,223-96.9% | $5,060-97.4% | $4,888-97.3% |