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 | $10,669 | $87,540-87.8% | $75,781-85.9% | $125,391-91.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.28% | 13.48%-19.8pp | 9.68%-16.0pp | 282.22%-288.5pp |
| Employer contribution / active EE | $4,624 | $3,930+17.7% | $3,323+39.1% | $4,866-5.0% |
| Participant deferral / active EE | $4,266 | $4,229+0.9% | $3,651+16.8% | $5,352-20.3% |
| Admin fee / account holder | $265 | $6,502-95.9% | $5,299-95.0% | $9,540-97.2% |