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 | $12,445 | $138,065-91.0% | $123,544-89.9% | $135,375-90.8% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -18.16% | 153.68%-171.8pp | 119.20%-137.4pp | 519.73%-537.9pp |
| Employer contribution / active EE | $1,136 | $5,151-77.9% | $4,628-75.5% | $4,779-76.2% |
| Participant deferral / active EE | $4,451 | $6,799-34.5% | $6,426-30.7% | $5,609-20.6% |
| Admin fee / account holder | $38 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |