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 4-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 | $10,972 | $76,912-85.7% | $129,110-91.5% | $68,494-84.0% |
| Participation rate | 81.7% | 69.1%+12.5pp | 77.3%+4.4pp | 67.9%+13.8pp |
| Annual return | -30.23% | -9.78%-20.4pp | -10.94%-19.3pp | -7.84%-22.4pp |
| Employer contribution / active EE | $3,182 | $3,243-1.9% | $5,052-37.0% | $2,596+22.6% |
| Participant deferral / active EE | $4,888 | $4,732+3.3% | $6,542-25.3% | $4,027+21.4% |
| Admin fee / account holder | $102 | $6,638-98.5% | $14,302-99.3% | $5,403-98.1% |