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 | $8,758 | $135,635-93.5% | $110,238-92.1% | $135,375-93.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -10.62% | 513.19%-523.8pp | 314.74%-325.4pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,730 | $4,906-44.4% | $3,826-28.6% | $4,779-42.9% |
| Participant deferral / active EE | $3,344 | $5,506-39.3% | $4,672-28.4% | $5,609-40.4% |
| Admin fee / account holder | $74 | $11,457-99.4% | $8,547-99.1% | $10,827-99.3% |