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 | $19,124 | $138,065-86.1% | $123,544-84.5% | $135,375-85.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.58% | 153.68%-163.3pp | 119.20%-128.8pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,721 | $5,151-66.6% | $4,628-62.8% | $4,779-64.0% |
| Participant deferral / active EE | $2,808 | $6,799-58.7% | $6,426-56.3% | $5,609-49.9% |
| Admin fee / account holder | $68 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |