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 | $6,940 | $50,958-86.4% | $74,550-90.7% | $64,186-89.2% |
| Participation rate | 82.5% | 61.1%+21.4pp | 69.1%+13.4pp | 69.6%+12.9pp |
| Annual return | -14.32% | -1.86%-12.5pp | 32.53%-46.9pp | 7.63%-22.0pp |
| Employer contribution / active EE | $887 | $1,115-20.5% | $1,961-54.8% | $2,381-62.8% |
| Participant deferral / active EE | $1,867 | $2,301-18.9% | $3,108-39.9% | $3,470-46.2% |
| Admin fee / account holder | $153 | $4,223-96.4% | $5,060-97.0% | $4,888-96.9% |