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 | $10,755 | $158,817-93.2% | $121,196-91.1% | $135,375-92.1% |
| Participation rate | 91.7% | 79.3%+12.4pp | 71.7%+19.9pp | 82.6%+9.0pp |
| Annual return | -15.45% | -0.64%-14.8pp | 16.93%-32.4pp | 519.73%-535.2pp |
| Employer contribution / active EE | $1,495 | $5,665-73.6% | $4,022-62.8% | $4,779-68.7% |
| Participant deferral / active EE | $4,600 | $4,005+14.9% | $3,344+37.5% | $5,609-18.0% |
| Admin fee / account holder | $201 | $6,512-96.9% | $5,019-96.0% | $10,827-98.1% |