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 | $14,371 | $82,664-82.6% | $125,339-88.5% | $68,494-79.0% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -21.92% | -5.97%-16.0pp | 572.05%-594.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,457 | $3,381-56.9% | $4,814-69.7% | $2,596-43.9% |
| Participant deferral / active EE | $3,250 | $6,110-46.8% | $7,446-56.3% | $4,027-19.3% |
| Admin fee / account holder | $273 | $6,275-95.7% | $10,010-97.3% | $5,403-94.9% |