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 | $17,654 | $71,883-75.4% | $86,677-79.6% | $68,494-74.2% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -19.70% | 3.52%-23.2pp | 35.91%-55.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $587 | $2,173-73.0% | $2,836-79.3% | $2,596-77.4% |
| Participant deferral / active EE | $2,210 | $3,779-41.5% | $4,656-52.5% | $4,027-45.1% |
| Admin fee / account holder | $188 | $6,112-96.9% | $7,493-97.5% | $5,403-96.5% |