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 | $5,529 | $52,681-89.5% | $75,781-92.7% | $59,632-90.7% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.8%-3.8pp | 68.7%+3.3pp |
| Annual return | -3.15% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $906 | $2,193-58.7% | $3,323-72.7% | $2,203-58.9% |
| Participant deferral / active EE | $1,022 | $2,591-60.6% | $3,651-72.0% | $3,192-68.0% |
| Admin fee / account holder | $70 | $3,610-98.1% | $5,299-98.7% | $4,297-98.4% |