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 | $7,659 | $97,757-92.2% | $83,848-90.9% | $135,375-94.3% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -12.44% | 1287.37%-1299.8pp | 850.88%-863.3pp | 519.73%-532.2pp |
| Employer contribution / active EE | $1,429 | $4,222-66.1% | $3,631-60.6% | $4,779-70.1% |
| Participant deferral / active EE | $2,088 | $4,682-55.4% | $4,082-48.8% | $5,609-62.8% |
| Admin fee / account holder | $33 | $6,674-99.5% | $5,478-99.4% | $10,827-99.7% |