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 | $8,213 | $54,350-84.9% | $82,719-90.1% | $68,494-88.0% |
| Participation rate | 70.5% | 63.9%+6.6pp | 72.6%-2.1pp | 67.9%+2.6pp |
| Annual return | -28.05% | -13.67%-14.4pp | 701.18%-729.2pp | -7.84%-20.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $30 | $4,395-99.3% | $5,329-99.4% | $5,403-99.5% |