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 | $6,077 | $49,177-87.6% | $79,464-92.4% | $64,186-90.5% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.9pp | 69.6%+27.7pp |
| Annual return | -8.23% | -1.16%-7.1pp | 718.14%-726.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $467 | $2,076-77.5% | $2,800-83.3% | $2,381-80.4% |
| Participant deferral / active EE | $1,737 | $2,821-38.5% | $3,704-53.1% | $3,470-49.9% |
| Admin fee / account holder | $121 | $3,839-96.9% | $5,113-97.6% | $4,888-97.5% |