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 | $6,861 | $138,065-95.0% | $123,544-94.4% | $135,375-94.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -19.46% | 153.68%-173.1pp | 119.20%-138.7pp | 519.73%-539.2pp |
| Employer contribution / active EE | $1,661 | $5,151-67.8% | $4,628-64.1% | $4,779-65.3% |
| Participant deferral / active EE | $2,289 | $6,799-66.3% | $6,426-64.4% | $5,609-59.2% |
| Admin fee / account holder | $79 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |