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 | $10,142 | $72,404-86.0% | $110,238-90.8% | $64,186-84.2% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -9.83% | -6.29%-3.5pp | 314.74%-324.6pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,261 | $2,282-44.7% | $3,826-67.1% | $2,381-47.0% |
| Participant deferral / active EE | $1,832 | $3,469-47.2% | $4,672-60.8% | $3,470-47.2% |
| Admin fee / account holder | $109 | $5,664-98.1% | $8,547-98.7% | $4,888-97.8% |