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 | $11,258 | $77,813-85.5% | $123,544-90.9% | $64,186-82.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -10.87% | 12.48%-23.4pp | 119.20%-130.1pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,431 | $3,014-52.5% | $4,628-69.1% | $2,381-39.9% |
| Participant deferral / active EE | $3,000 | $5,240-42.7% | $6,426-53.3% | $3,470-13.5% |
| Admin fee / account holder | $282 | $5,519-94.9% | $9,284-97.0% | $4,888-94.2% |