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 | $11,049 | $211,958-94.8% | $169,463-93.5% | $135,375-91.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.57% | 3.26%-15.8pp | 1.83%-14.4pp | 519.73%-532.3pp |
| Employer contribution / active EE | $1,183 | $5,120-76.9% | $4,159-71.5% | $4,779-75.2% |
| Participant deferral / active EE | $3,383 | $6,075-44.3% | $5,277-35.9% | $5,609-39.7% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |