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 | $5,939 | $50,982-88.4% | $154,803-96.2% | $85,563-93.1% |
| Participation rate | 95.5% | 59.8%+35.7pp | 78.1%+17.4pp | 66.0%+29.5pp |
| Annual return | -9.52% | 30.35%-39.9pp | 58.88%-68.4pp | 31.51%-41.0pp |
| Employer contribution / active EE | $420 | $1,708-75.4% | $4,305-90.3% | $2,654-84.2% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $846-100.0% | $14,329-100.0% | $834-100.0% |