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 | $16,067 | $127,386-87.4% | $115,037-86.0% | $125,391-87.2% |
| Participation rate | 85.0% | 84.2%+0.8pp | 81.4%+3.6pp | 83.2%+1.8pp |
| Annual return | -4.48% | 31.28%-35.8pp | 26.14%-30.6pp | 282.22%-286.7pp |
| Employer contribution / active EE | $2,314 | $5,166-55.2% | $4,608-49.8% | $4,866-52.4% |
| Participant deferral / active EE | $4,793 | $6,423-25.4% | $6,026-20.5% | $5,352-10.4% |
| Admin fee / account holder | $41 | $9,516-99.6% | $8,175-99.5% | $9,540-99.6% |