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 | $6,809 | $138,065-95.1% | $123,544-94.5% | $135,375-95.0% |
| Participation rate | 78.3% | 84.7%-6.5pp | 82.3%-4.0pp | 82.6%-4.4pp |
| Annual return | -14.53% | 153.68%-168.2pp | 119.20%-133.7pp | 519.73%-534.3pp |
| Employer contribution / active EE | $1,748 | $5,151-66.1% | $4,628-62.2% | $4,779-63.4% |
| Participant deferral / active EE | $3,128 | $6,799-54.0% | $6,426-51.3% | $5,609-44.2% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |