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 | $7,963 | $92,222-91.4% | $76,768-89.6% | $135,375-94.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.22% | 5.46%-14.7pp | 2.43%-11.7pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,706 | $3,216-46.9% | $2,485-31.4% | $4,779-64.3% |
| Participant deferral / active EE | $3,534 | $4,509-21.6% | $3,852-8.2% | $5,609-37.0% |
| Admin fee / account holder | $97 | $10,748-99.1% | $6,675-98.6% | $10,827-99.1% |