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 | $8,628 | $43,327-80.1% | $59,878-85.6% | $64,186-86.6% |
| Participation rate | 96.3% | 69.2%+27.1pp | 74.7%+21.6pp | 69.6%+26.7pp |
| Annual return | -18.68% | -1.55%-17.1pp | 3.46%-22.1pp | 7.63%-26.3pp |
| Employer contribution / active EE | $2,285 | $2,028+12.7% | $2,722-16.0% | $2,381-4.0% |
| Participant deferral / active EE | $4,029 | $2,546+58.3% | $3,402+18.4% | $3,470+16.1% |
| Admin fee / account holder | $275 | $3,005-90.8% | $3,590-92.3% | $4,888-94.4% |