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 | $9,473 | $97,044-90.2% | $83,333-88.6% | $135,375-93.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -16.42% | 12.31%-28.7pp | 10.63%-27.1pp | 519.73%-536.2pp |
| Employer contribution / active EE | $649 | $4,143-84.3% | $3,379-80.8% | $4,779-86.4% |
| Participant deferral / active EE | $6,375 | $5,964+6.9% | $5,565+14.6% | $5,609+13.7% |
| Admin fee / account holder | $203 | $8,380-97.6% | $7,510-97.3% | $10,827-98.1% |