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 | $9,615 | $138,065-93.0% | $123,544-92.2% | $135,375-92.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -12.27% | 153.68%-166.0pp | 119.20%-131.5pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,395 | $5,151-72.9% | $4,628-69.9% | $4,779-70.8% |
| Participant deferral / active EE | $2,365 | $6,799-65.2% | $6,426-63.2% | $5,609-57.8% |
| Admin fee / account holder | $69 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |