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 | $10,693 | $84,695-87.4% | $73,843-85.5% | $125,391-91.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.27% | 3123.53%-3128.8pp | 2267.84%-2273.1pp | 282.22%-287.5pp |
| Employer contribution / active EE | $176 | $3,123-94.4% | $2,787-93.7% | $4,866-96.4% |
| Participant deferral / active EE | $4,375 | $3,992+9.6% | $3,583+22.1% | $5,352-18.2% |
| Admin fee / account holder | $137 | $5,691-97.6% | $4,880-97.2% | $9,540-98.6% |