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 | $4,583 | $39,162-88.3% | $100,671-95.4% | $59,632-92.3% |
| Participation rate | 82.1% | 55.9%+26.2pp | 70.7%+11.3pp | 68.7%+13.4pp |
| Annual return | -5.32% | 21.07%-26.4pp | 20.43%-25.7pp | 2041.28%-2046.6pp |
| Employer contribution / active EE | $340 | $1,151-70.4% | $4,012-91.5% | $2,203-84.6% |
| Participant deferral / active EE | $2,210 | $1,992+10.9% | $3,144-29.7% | $3,192-30.8% |
| Admin fee / account holder | $277 | $2,969-90.7% | $4,850-94.3% | $4,297-93.6% |