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 | $4,829 | $56,484-91.5% | $169,463-97.2% | $64,186-92.5% |
| Participation rate | 77.5% | 64.5%+12.9pp | 77.8%-0.3pp | 69.6%+7.9pp |
| Annual return | -13.92% | -1.55%-12.4pp | 1.83%-15.7pp | 7.63%-21.5pp |
| Employer contribution / active EE | $1,302 | $1,832-29.0% | $4,159-68.7% | $2,381-45.3% |
| Participant deferral / active EE | $2,303 | $3,448-33.2% | $5,277-56.4% | $3,470-33.6% |
| Admin fee / account holder | $294 | $4,174-93.0% | $9,109-96.8% | $4,888-94.0% |