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 | $14,637 | $92,222-84.1% | $76,768-80.9% | $135,375-89.2% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -15.38% | 5.46%-20.8pp | 2.43%-17.8pp | 519.73%-535.1pp |
| Employer contribution / active EE | $1,928 | $3,216-40.1% | $2,485-22.4% | $4,779-59.7% |
| Participant deferral / active EE | $5,124 | $4,509+13.7% | $3,852+33.0% | $5,609-8.6% |
| Admin fee / account holder | $237 | $10,748-97.8% | $6,675-96.4% | $10,827-97.8% |