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 | $6,581 | $77,813-91.5% | $123,544-94.7% | $64,186-89.7% |
| Participation rate | 97.9% | 74.7%+23.2pp | 82.3%+15.6pp | 69.6%+28.3pp |
| Annual return | -39.77% | 12.48%-52.3pp | 119.20%-159.0pp | 7.63%-47.4pp |
| Employer contribution / active EE | $2,242 | $3,014-25.6% | $4,628-51.5% | $2,381-5.8% |
| Participant deferral / active EE | $4,428 | $5,240-15.5% | $6,426-31.1% | $3,470+27.6% |
| Admin fee / account holder | $214 | $5,519-96.1% | $9,284-97.7% | $4,888-95.6% |