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 | $8,824 | $54,762-83.9% | $90,281-90.2% | $72,985-87.9% |
| Participation rate | 84.6% | 65.1%+19.5pp | 73.3%+11.3pp | 69.5%+15.1pp |
| Annual return | -2.62% | 30.63%-33.2pp | 78.10%-80.7pp | 81.00%-83.6pp |
| Employer contribution / active EE | $3,338 | $2,092+59.5% | $2,854+17.0% | $2,440+36.8% |
| Participant deferral / active EE | $1,317 | $2,887-54.4% | $3,885-66.1% | $3,607-63.5% |
| Admin fee / account holder | $256 | $3,972-93.6% | $5,351-95.2% | $5,124-95.0% |