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 | $17,729 | $62,586-71.7% | $76,768-76.9% | $64,186-72.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.97% | -1.95%-6.0pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,233 | $1,832-32.7% | $2,485-50.4% | $2,381-48.2% |
| Participant deferral / active EE | $3,494 | $3,145+11.1% | $3,852-9.3% | $3,470+0.7% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |