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 | $8,335 | $52,681-84.2% | $75,781-89.0% | $59,632-86.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -8.37% | 2.95%-11.3pp | 9.68%-18.0pp | 2041.28%-2049.7pp |
| Employer contribution / active EE | $1,125 | $2,193-48.7% | $3,323-66.2% | $2,203-48.9% |
| Participant deferral / active EE | $1,125 | $2,591-56.6% | $3,651-69.2% | $3,192-64.7% |
| Admin fee / account holder | $292 | $3,610-91.9% | $5,299-94.5% | $4,297-93.2% |