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 | $9,156 | $42,894-78.7% | $60,874-85.0% | $68,494-86.6% |
| Participation rate | 83.7% | 66.8%+16.9pp | 73.1%+10.6pp | 67.9%+15.8pp |
| Annual return | -23.45% | -13.98%-9.5pp | 16.90%-40.3pp | -7.84%-15.6pp |
| Employer contribution / active EE | $471 | $1,978-76.2% | $2,701-82.5% | $2,596-81.8% |
| Participant deferral / active EE | $1,086 | $2,867-62.1% | $3,817-71.5% | $4,027-73.0% |
| Admin fee / account holder | $81 | $3,101-97.4% | $3,224-97.5% | $5,403-98.5% |