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 | $16,899 | $99,032-82.9% | $80,019-78.9% | $135,375-87.5% |
| Participation rate | 90.5% | 78.4%+12.1pp | 75.8%+14.6pp | 82.6%+7.8pp |
| Annual return | -17.22% | 15.39%-32.6pp | 11.22%-28.4pp | 519.73%-537.0pp |
| Employer contribution / active EE | $2,151 | $3,043-29.3% | $2,468-12.9% | $4,779-55.0% |
| Participant deferral / active EE | $5,658 | $4,282+32.1% | $3,686+53.5% | $5,609+0.9% |
| Admin fee / account holder | $194 | $10,436-98.1% | $6,521-97.0% | $10,827-98.2% |