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 | $13,718 | $99,032-86.1% | $80,019-82.9% | $135,375-89.9% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -9.81% | 15.39%-25.2pp | 11.22%-21.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,106 | $3,043-63.7% | $2,468-55.2% | $4,779-76.9% |
| Participant deferral / active EE | $2,599 | $4,282-39.3% | $3,686-29.5% | $5,609-53.7% |
| Admin fee / account holder | $248 | $10,436-97.6% | $6,521-96.2% | $10,827-97.7% |