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 | $4,725 | $211,958-97.8% | $169,463-97.2% | $135,375-96.5% |
| Participation rate | 81.3% | 82.6%-1.4pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | -14.04% | 3.26%-17.3pp | 1.83%-15.9pp | 519.73%-533.8pp |
| Employer contribution / active EE | $783 | $5,120-84.7% | $4,159-81.2% | $4,779-83.6% |
| Participant deferral / active EE | $1,343 | $6,075-77.9% | $5,277-74.6% | $5,609-76.1% |
| Admin fee / account holder | $95 | $11,471-99.2% | $9,109-99.0% | $10,827-99.1% |