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 | $9,016 | $92,222-90.2% | $76,768-88.3% | $135,375-93.3% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -16.51% | 5.46%-22.0pp | 2.43%-18.9pp | 519.73%-536.2pp |
| Employer contribution / active EE | $1,782 | $3,216-44.6% | $2,485-28.3% | $4,779-62.7% |
| Participant deferral / active EE | $2,717 | $4,509-39.7% | $3,852-29.5% | $5,609-51.6% |
| Admin fee / account holder | $37 | $10,748-99.7% | $6,675-99.4% | $10,827-99.7% |