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 | $7,724 | $49,177-84.3% | $79,464-90.3% | $64,186-88.0% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.6%+13.8pp |
| Annual return | -11.07% | -1.16%-9.9pp | 718.14%-729.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $859 | $2,076-58.6% | $2,800-69.3% | $2,381-63.9% |
| Participant deferral / active EE | $1,047 | $2,821-62.9% | $3,704-71.7% | $3,470-69.8% |
| Admin fee / account holder | $74 | $3,839-98.1% | $5,113-98.6% | $4,888-98.5% |