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 | $11,024 | $211,958-94.8% | $169,463-93.5% | $135,375-91.9% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -11.72% | 3.26%-15.0pp | 1.83%-13.6pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,615 | $5,120-68.5% | $4,159-61.2% | $4,779-66.2% |
| Participant deferral / active EE | $1,760 | $6,075-71.0% | $5,277-66.7% | $5,609-68.6% |
| Admin fee / account holder | $47 | $11,471-99.6% | $9,109-99.5% | $10,827-99.6% |