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 | $6,129 | $97,757-93.7% | $83,848-92.7% | $135,375-95.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.00% | 1287.37%-1299.4pp | 850.88%-862.9pp | 519.73%-531.7pp |
| Employer contribution / active EE | $855 | $4,222-79.7% | $3,631-76.4% | $4,779-82.1% |
| Participant deferral / active EE | $1,412 | $4,682-69.9% | $4,082-65.4% | $5,609-74.8% |
| Admin fee / account holder | $219 | $6,674-96.7% | $5,478-96.0% | $10,827-98.0% |