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 | $10,764 | $92,222-88.3% | $76,768-86.0% | $135,375-92.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -14.67% | 5.46%-20.1pp | 2.43%-17.1pp | 519.73%-534.4pp |
| Employer contribution / active EE | $760 | $3,216-76.4% | $2,485-69.4% | $4,779-84.1% |
| Participant deferral / active EE | $4,613 | $4,509+2.3% | $3,852+19.8% | $5,609-17.8% |
| Admin fee / account holder | $162 | $10,748-98.5% | $6,675-97.6% | $10,827-98.5% |