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 | $18,956 | $180,449-89.5% | $154,107-87.7% | $135,375-86.0% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -11.26% | 888.09%-899.4pp | 735.12%-746.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $2,527 | $6,035-58.1% | $5,298-52.3% | $4,779-47.1% |
| Participant deferral / active EE | $4,115 | $5,806-29.1% | $5,081-19.0% | $5,609-26.6% |
| Admin fee / account holder | $198 | $16,143-98.8% | $13,411-98.5% | $10,827-98.2% |