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 | $11,427 | $197,825-94.2% | $155,790-92.7% | $125,391-90.9% |
| Participation rate | 83.3% | 82.1%+1.2pp | 76.1%+7.2pp | 83.2%+0.1pp |
| Annual return | -9.87% | 86.74%-96.6pp | 71.54%-81.4pp | 282.22%-292.1pp |
| Employer contribution / active EE | $1,499 | $4,847-69.1% | $3,836-60.9% | $4,866-69.2% |
| Participant deferral / active EE | $4,574 | $5,630-18.8% | $4,797-4.7% | $5,352-14.5% |
| Admin fee / account holder | $3 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |