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 | $10,203 | $131,829-92.3% | $108,579-90.6% | $273,961-96.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.00% | -91.57%+90.6pp | -51.70%+50.7pp | 41.45%-42.5pp |
| Employer contribution / active EE | $3,298 | $4,912-32.9% | $3,758-12.3% | $4,869-32.3% |
| Participant deferral / active EE | $3,431 | $5,127-33.1% | $4,311-20.4% | $5,287-35.1% |
| Admin fee / account holder | $215 | $10,252-97.9% | $7,645-97.2% | $10,132-97.9% |