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 | $3,241 | $43,327-92.5% | $59,878-94.6% | $64,186-95.0% |
| Participation rate | 93.9% | 69.2%+24.7pp | 74.7%+19.2pp | 69.6%+24.3pp |
| Annual return | -8.70% | -1.55%-7.1pp | 3.46%-12.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $492 | $2,028-75.7% | $2,722-81.9% | $2,381-79.3% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $251 | $3,005-91.6% | $3,590-93.0% | $4,888-94.9% |