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 | $6,793 | $77,813-91.3% | $123,544-94.5% | $64,186-89.4% |
| Participation rate | 71.0% | 74.7%-3.7pp | 82.3%-11.3pp | 69.6%+1.4pp |
| Annual return | -30.64% | 12.48%-43.1pp | 119.20%-149.8pp | 7.63%-38.3pp |
| Employer contribution / active EE | $1,676 | $3,014-44.4% | $4,628-63.8% | $2,381-29.6% |
| Participant deferral / active EE | $3,076 | $5,240-41.3% | $6,426-52.1% | $3,470-11.3% |
| Admin fee / account holder | $157 | $5,519-97.2% | $9,284-98.3% | $4,888-96.8% |