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 | $10,143 | $138,065-92.7% | $123,544-91.8% | $135,375-92.5% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -9.26% | 153.68%-162.9pp | 119.20%-128.5pp | 519.73%-529.0pp |
| Employer contribution / active EE | $993 | $5,151-80.7% | $4,628-78.6% | $4,779-79.2% |
| Participant deferral / active EE | $2,726 | $6,799-59.9% | $6,426-57.6% | $5,609-51.4% |
| Admin fee / account holder | $295 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |