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 | $14,078 | $77,813-81.9% | $123,544-88.6% | $64,186-78.1% |
| Participation rate | 90.4% | 74.7%+15.7pp | 82.3%+8.1pp | 69.6%+20.8pp |
| Annual return | -9.55% | 12.48%-22.0pp | 119.20%-128.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $927 | $3,014-69.2% | $4,628-80.0% | $2,381-61.1% |
| Participant deferral / active EE | $3,110 | $5,240-40.7% | $6,426-51.6% | $3,470-10.4% |
| Admin fee / account holder | $248 | $5,519-95.5% | $9,284-97.3% | $4,888-94.9% |