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 | $12,562 | $138,065-90.9% | $123,544-89.8% | $135,375-90.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -23.27% | 153.68%-177.0pp | 119.20%-142.5pp | 519.73%-543.0pp |
| Employer contribution / active EE | $2,375 | $5,151-53.9% | $4,628-48.7% | $4,779-50.3% |
| Participant deferral / active EE | $6,952 | $6,799+2.3% | $6,426+8.2% | $5,609+24.0% |
| Admin fee / account holder | $139 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |