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 | $10,802 | $77,813-86.1% | $123,544-91.3% | $64,186-83.2% |
| Participation rate | 85.4% | 74.7%+10.7pp | 82.3%+3.1pp | 69.6%+15.8pp |
| Annual return | -13.97% | 12.48%-26.5pp | 119.20%-133.2pp | 7.63%-21.6pp |
| Employer contribution / active EE | $1,302 | $3,014-56.8% | $4,628-71.9% | $2,381-45.3% |
| Participant deferral / active EE | $2,801 | $5,240-46.5% | $6,426-56.4% | $3,470-19.3% |
| Admin fee / account holder | $107 | $5,519-98.1% | $9,284-98.8% | $4,888-97.8% |