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 | $11,687 | $78,694-85.1% | $67,652-82.7% | $125,391-90.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.64% | 9.46%-13.1pp | 6625.04%-6628.7pp | 282.22%-285.9pp |
| Employer contribution / active EE | $2,433 | $3,044-20.1% | $2,266+7.4% | $4,866-50.0% |
| Participant deferral / active EE | $2,276 | $4,292-47.0% | $3,560-36.1% | $5,352-57.5% |
| Admin fee / account holder | $287 | $7,403-96.1% | $4,821-94.0% | $9,540-97.0% |