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 3-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 | $15,956 | $112,300-85.8% | $90,223-82.3% | $125,391-87.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -7.03% | -0.57%-6.5pp | 1.31%-8.3pp | 282.22%-289.3pp |
| Employer contribution / active EE | $1,290 | $5,181-75.1% | $4,378-70.5% | $4,866-73.5% |
| Participant deferral / active EE | $11,725 | $6,733+74.2% | $5,792+102.4% | $5,352+119.1% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |