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 | $4,376 | $52,681-91.7% | $75,781-94.2% | $59,632-92.7% |
| Participation rate | 73.5% | 67.2%+6.3pp | 75.8%-2.3pp | 68.7%+4.9pp |
| Annual return | -8.59% | 2.95%-11.5pp | 9.68%-18.3pp | 2041.28%-2049.9pp |
| Employer contribution / active EE | $901 | $2,193-58.9% | $3,323-72.9% | $2,203-59.1% |
| Participant deferral / active EE | $1,366 | $2,591-47.3% | $3,651-62.6% | $3,192-57.2% |
| Admin fee / account holder | $40 | $3,610-98.9% | $5,299-99.2% | $4,297-99.1% |