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 | $6,105 | $52,681-88.4% | $75,781-91.9% | $59,632-89.8% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.8%+13.1pp | 68.7%+20.2pp |
| Annual return | -11.32% | 2.95%-14.3pp | 9.68%-21.0pp | 2041.28%-2052.6pp |
| Employer contribution / active EE | $1,064 | $2,193-51.5% | $3,323-68.0% | $2,203-51.7% |
| Participant deferral / active EE | $2,625 | $2,591+1.3% | $3,651-28.1% | $3,192-17.7% |
| Admin fee / account holder | $118 | $3,610-96.7% | $5,299-97.8% | $4,297-97.3% |