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 | $10,305 | $138,065-92.5% | $123,544-91.7% | $135,375-92.4% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -14.55% | 153.68%-168.2pp | 119.20%-133.7pp | 519.73%-534.3pp |
| Employer contribution / active EE | $2,110 | $5,151-59.0% | $4,628-54.4% | $4,779-55.8% |
| Participant deferral / active EE | $3,415 | $6,799-49.8% | $6,426-46.8% | $5,609-39.1% |
| Admin fee / account holder | $53 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |