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 | $7,028 | $43,327-83.8% | $59,878-88.3% | $64,186-89.0% |
| Participation rate | 87.9% | 69.2%+18.7pp | 74.7%+13.2pp | 69.6%+18.3pp |
| Annual return | -13.70% | -1.55%-12.2pp | 3.46%-17.2pp | 7.63%-21.3pp |
| Employer contribution / active EE | $1,640 | $2,028-19.2% | $2,722-39.8% | $2,381-31.1% |
| Participant deferral / active EE | $2,287 | $2,546-10.2% | $3,402-32.8% | $3,470-34.1% |
| Admin fee / account holder | $132 | $3,005-95.6% | $3,590-96.3% | $4,888-97.3% |