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 | $6,746 | $54,380-87.6% | $68,509-90.2% | $59,632-88.7% |
| Participation rate | 71.1% | 70.2%+0.9pp | 74.7%-3.6pp | 68.7%+2.4pp |
| Annual return | -9.01% | 2.83%-11.8pp | 8.27%-17.3pp | 2041.28%-2050.3pp |
| Employer contribution / active EE | $1,389 | $1,539-9.7% | $2,278-39.0% | $2,203-36.9% |
| Participant deferral / active EE | $1,932 | $2,643-26.9% | $3,382-42.9% | $3,192-39.5% |
| Admin fee / account holder | $206 | $3,885-94.7% | $5,275-96.1% | $4,297-95.2% |