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 | $4,093 | $62,586-93.5% | $76,768-94.7% | $64,186-93.6% |
| Participation rate | 77.3% | 72.8%+4.5pp | 77.0%+0.3pp | 69.6%+7.7pp |
| Annual return | -59.07% | -1.95%-57.1pp | 2.43%-61.5pp | 7.63%-66.7pp |
| Employer contribution / active EE | $942 | $1,832-48.6% | $2,485-62.1% | $2,381-60.4% |
| Participant deferral / active EE | $3,167 | $3,145+0.7% | $3,852-17.8% | $3,470-8.7% |
| Admin fee / account holder | $159 | $4,667-96.6% | $6,675-97.6% | $4,888-96.7% |