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 | $15,130 | $72,404-79.1% | $110,238-86.3% | $64,186-76.4% |
| Participation rate | 70.3% | 73.3%-3.1pp | 79.8%-9.5pp | 69.6%+0.7pp |
| Annual return | -7.73% | -6.29%-1.4pp | 314.74%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,422 | $2,282-37.7% | $3,826-62.8% | $2,381-40.3% |
| Participant deferral / active EE | $2,918 | $3,469-15.9% | $4,672-37.5% | $3,470-15.9% |
| Admin fee / account holder | $72 | $5,664-98.7% | $8,547-99.2% | $4,888-98.5% |