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 | $10,374 | $99,032-89.5% | $80,019-87.0% | $135,375-92.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.80% | 15.39%-25.2pp | 11.22%-21.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,217 | $3,043-27.2% | $2,468-10.2% | $4,779-53.6% |
| Participant deferral / active EE | $3,429 | $4,282-19.9% | $3,686-7.0% | $5,609-38.9% |
| Admin fee / account holder | $78 | $10,436-99.3% | $6,521-98.8% | $10,827-99.3% |