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 | $5,110 | $87,540-94.2% | $75,781-93.3% | $125,391-95.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -7.23% | 13.48%-20.7pp | 9.68%-16.9pp | 282.22%-289.5pp |
| Employer contribution / active EE | $1,380 | $3,930-64.9% | $3,323-58.5% | $4,866-71.6% |
| Participant deferral / active EE | $2,398 | $4,229-43.3% | $3,651-34.3% | $5,352-55.2% |
| Admin fee / account holder | $13 | $6,502-99.8% | $5,299-99.8% | $9,540-99.9% |