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 | $7,155 | $62,586-88.6% | $76,768-90.7% | $64,186-88.9% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -12.28% | -1.95%-10.3pp | 2.43%-14.7pp | 7.63%-19.9pp |
| Employer contribution / active EE | $887 | $1,832-51.6% | $2,485-64.3% | $2,381-62.8% |
| Participant deferral / active EE | $1,858 | $3,145-40.9% | $3,852-51.8% | $3,470-46.5% |
| Admin fee / account holder | $125 | $4,667-97.3% | $6,675-98.1% | $4,888-97.4% |