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 | $19,445 | $131,829-85.2% | $108,579-82.1% | $273,961-92.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.26% | -91.57%+91.3pp | -51.70%+51.4pp | 41.45%-41.7pp |
| Employer contribution / active EE | $2,553 | $4,912-48.0% | $3,758-32.1% | $4,869-47.6% |
| Participant deferral / active EE | $3,453 | $5,127-32.7% | $4,311-19.9% | $5,287-34.7% |
| Admin fee / account holder | $266 | $10,252-97.4% | $7,645-96.5% | $10,132-97.4% |