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 | $10,379 | $49,280-78.9% | $67,313-84.6% | $64,186-83.8% |
| Participation rate | 83.3% | 60.8%+22.5pp | 69.1%+14.3pp | 69.6%+13.8pp |
| Annual return | -10.63% | -1.39%-9.2pp | -4.08%-6.5pp | 7.63%-18.3pp |
| Employer contribution / active EE | $539 | $1,668-67.7% | $2,566-79.0% | $2,381-77.3% |
| Participant deferral / active EE | $1,647 | $2,484-33.7% | $3,568-53.8% | $3,470-52.5% |
| Admin fee / account holder | $292 | $3,863-92.4% | $4,507-93.5% | $4,888-94.0% |