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 | $22,125 | $73,004-69.7% | $90,749-75.6% | $68,494-67.7% |
| Participation rate | 83.3% | 70.8%+12.5pp | 75.7%+7.6pp | 67.9%+15.4pp |
| Annual return | -18.83% | -13.81%-5.0pp | -12.16%-6.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,220 | $2,193-44.4% | $2,921-58.2% | $2,596-53.0% |
| Participant deferral / active EE | $1,652 | $3,627-54.4% | $4,564-63.8% | $4,027-59.0% |
| Admin fee / account holder | $240 | $5,896-95.9% | $8,445-97.2% | $5,403-95.6% |