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 | $23,700 | $81,900-71.1% | $119,609-80.2% | $68,494-65.4% |
| Participation rate | 77.8% | 71.9%+5.9pp | 79.3%-1.5pp | 67.9%+9.9pp |
| Annual return | -24.21% | -23.82%-0.4pp | -14.97%-9.2pp | -7.84%-16.4pp |
| Employer contribution / active EE | $877 | $2,693-67.4% | $4,232-79.3% | $2,596-66.2% |
| Participant deferral / active EE | $2,117 | $4,148-49.0% | $5,602-62.2% | $4,027-47.4% |
| Admin fee / account holder | $209 | $6,582-96.8% | $10,323-98.0% | $5,403-96.1% |