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 | $17,214 | $95,971-82.1% | $74,550-76.9% | $135,375-87.3% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -14.21% | 56.96%-71.2pp | 32.53%-46.7pp | 519.73%-533.9pp |
| Employer contribution / active EE | $1,526 | $2,716-43.8% | $1,961-22.2% | $4,779-68.1% |
| Participant deferral / active EE | $4,800 | $3,843+24.9% | $3,108+54.4% | $5,609-14.4% |
| Admin fee / account holder | $15 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |