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 | $9,769 | $61,660-84.2% | $80,019-87.8% | $64,186-84.8% |
| Participation rate | 94.0% | 71.7%+22.4pp | 75.8%+18.2pp | 69.6%+24.5pp |
| Annual return | -29.11% | -0.33%-28.8pp | 11.22%-40.3pp | 7.63%-36.7pp |
| Employer contribution / active EE | $2,031 | $1,810+12.2% | $2,468-17.7% | $2,381-14.7% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $184 | $5,417-96.6% | $6,521-97.2% | $4,888-96.2% |