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 | $7,779 | $180,449-95.7% | $154,107-95.0% | $135,375-94.3% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -12.89% | 888.09%-901.0pp | 735.12%-748.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $1,852 | $6,035-69.3% | $5,298-65.0% | $4,779-61.2% |
| Participant deferral / active EE | $3,856 | $5,806-33.6% | $5,081-24.1% | $5,609-31.3% |
| Admin fee / account holder | $85 | $16,143-99.5% | $13,411-99.4% | $10,827-99.2% |