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 | $13,831 | $57,354-75.9% | $83,848-83.5% | $64,186-78.5% |
| Participation rate | 79.3% | 68.6%+10.7pp | 76.1%+3.2pp | 69.6%+9.7pp |
| Annual return | -10.28% | 11.38%-21.7pp | 850.88%-861.2pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,709 | $2,545-32.9% | $3,631-52.9% | $2,381-28.2% |
| Participant deferral / active EE | $3,106 | $2,993+3.8% | $4,082-23.9% | $3,470-10.5% |
| Admin fee / account holder | $289 | $4,046-92.8% | $5,478-94.7% | $4,888-94.1% |