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 | $11,301 | $78,694-85.6% | $67,652-83.3% | $125,391-91.0% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -4.02% | 9.46%-13.5pp | 6625.04%-6629.1pp | 282.22%-286.2pp |
| Employer contribution / active EE | $2,593 | $3,044-14.8% | $2,266+14.4% | $4,866-46.7% |
| Participant deferral / active EE | $4,978 | $4,292+16.0% | $3,560+39.8% | $5,352-7.0% |
| Admin fee / account holder | $18 | $7,403-99.8% | $4,821-99.6% | $9,540-99.8% |