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 | $3,736 | $85,790-95.6% | $67,313-94.4% | $135,375-97.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -13.55% | -0.54%-13.0pp | -4.08%-9.5pp | 519.73%-533.3pp |
| Employer contribution / active EE | $775 | $3,487-77.8% | $2,566-69.8% | $4,779-83.8% |
| Participant deferral / active EE | $1,274 | $4,651-72.6% | $3,568-64.3% | $5,609-77.3% |
| Admin fee / account holder | $10 | $6,392-99.8% | $4,507-99.8% | $10,827-99.9% |