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 6-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 | $11,000 | $133,958-91.8% | $112,228-90.2% | $134,475-91.8% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -28.36% | 47.11%-75.5pp | 27.45%-55.8pp | 417.96%-446.3pp |
| Employer contribution / active EE | $919 | $4,038-77.2% | $3,635-74.7% | $4,740-80.6% |
| Participant deferral / active EE | $4,140 | $5,291-21.7% | $4,728-12.4% | $6,400-35.3% |
| Admin fee / account holder | $144 | $7,489-98.1% | $6,410-97.8% | $11,426-98.7% |