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 | $3,122 | $93,071-96.6% | $74,583-95.8% | $273,961-98.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -1.48% | 26.18%-27.7pp | 20.47%-21.9pp | 41.45%-42.9pp |
| Employer contribution / active EE | $801 | $3,160-74.7% | $2,525-68.3% | $4,869-83.6% |
| Participant deferral / active EE | $926 | $4,160-77.8% | $3,458-73.2% | $5,287-82.5% |
| Admin fee / account holder | $26 | $5,272-99.5% | $4,138-99.4% | $10,132-99.7% |