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 | $5,873 | $103,949-94.3% | $69,182-91.5% | $273,961-97.9% |
| Participation rate | 78.6% | 67.4%+11.2pp | 55.1%+23.5pp | 83.0%-4.4pp |
| Annual return | -11.10% | 35.28%-46.4pp | -21.93%+10.8pp | 41.45%-52.5pp |
| Employer contribution / active EE | $630 | $1,783-64.7% | $1,206-47.8% | $4,869-87.1% |
| Participant deferral / active EE | $2,043 | $2,716-24.8% | $1,897+7.7% | $5,287-61.4% |
| Admin fee / account holder | $138 | $3,671-96.2% | $2,697-94.9% | $10,132-98.6% |