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 | $2,693 | $107,791-97.5% | $90,645-97.0% | $135,375-98.0% |
| Participation rate | 88.9% | 78.0%+10.8pp | 74.0%+14.9pp | 82.6%+6.2pp |
| Annual return | -18.06% | -0.90%-17.2pp | 1.88%-19.9pp | 519.73%-537.8pp |
| Employer contribution / active EE | $1,321 | $3,018-56.2% | $2,532-47.8% | $4,779-72.4% |
| Participant deferral / active EE | $1,617 | $3,872-58.2% | $3,425-52.8% | $5,609-71.2% |
| Admin fee / account holder | $9 | $5,930-99.8% | $4,994-99.8% | $10,827-99.9% |