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 | $6,765 | $61,660-89.0% | $80,019-91.5% | $64,186-89.5% |
| Participation rate | 88.9% | 71.7%+17.2pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | -9.09% | -0.33%-8.8pp | 11.22%-20.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,255 | $1,810-30.7% | $2,468-49.1% | $2,381-47.3% |
| Participant deferral / active EE | $2,880 | $2,968-2.9% | $3,686-21.8% | $3,470-17.0% |
| Admin fee / account holder | $288 | $5,417-94.7% | $6,521-95.6% | $4,888-94.1% |