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 | $4,737 | $49,280-90.4% | $67,313-93.0% | $64,186-92.6% |
| Participation rate | 83.9% | 60.8%+23.1pp | 69.1%+14.8pp | 69.6%+14.4pp |
| Annual return | -18.10% | -1.39%-16.7pp | -4.08%-14.0pp | 7.63%-25.7pp |
| Employer contribution / active EE | $770 | $1,668-53.8% | $2,566-70.0% | $2,381-67.7% |
| Participant deferral / active EE | $2,006 | $2,484-19.3% | $3,568-43.8% | $3,470-42.2% |
| Admin fee / account holder | $175 | $3,863-95.5% | $4,507-96.1% | $4,888-96.4% |