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 | $12,614 | $77,813-83.8% | $123,544-89.8% | $64,186-80.3% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -13.56% | 12.48%-26.0pp | 119.20%-132.8pp | 7.63%-21.2pp |
| Employer contribution / active EE | $1,556 | $3,014-48.4% | $4,628-66.4% | $2,381-34.7% |
| Participant deferral / active EE | $3,945 | $5,240-24.7% | $6,426-38.6% | $3,470+13.7% |
| Admin fee / account holder | $59 | $5,519-98.9% | $9,284-99.4% | $4,888-98.8% |