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 | $14,852 | $105,998-86.0% | $92,233-83.9% | $147,584-89.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.48% | 50.05%-49.6pp | 176.28%-175.8pp | 578.55%-578.1pp |
| Employer contribution / active EE | $1,376 | $4,333-68.2% | $3,679-62.6% | $4,876-71.8% |
| Participant deferral / active EE | $6,880 | $4,478+53.6% | $3,897+76.6% | $5,439+26.5% |
| Admin fee / account holder | $47 | $6,332-99.3% | $5,194-99.1% | $10,885-99.6% |