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 | $11,194 | $138,065-91.9% | $123,544-90.9% | $135,375-91.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.92% | 153.68%-163.6pp | 119.20%-129.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,722 | $5,151-66.6% | $4,628-62.8% | $4,779-64.0% |
| Participant deferral / active EE | $2,341 | $6,799-65.6% | $6,426-63.6% | $5,609-58.3% |
| Admin fee / account holder | $37 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |