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 | $17,589 | $135,635-87.0% | $110,238-84.0% | $135,375-87.0% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.8%+4.8pp | 82.6%+2.0pp |
| Annual return | -13.41% | 513.19%-526.6pp | 314.74%-328.1pp | 519.73%-533.1pp |
| Employer contribution / active EE | $2,350 | $4,906-52.1% | $3,826-38.6% | $4,779-50.8% |
| Participant deferral / active EE | $5,063 | $5,506-8.1% | $4,672+8.4% | $5,609-9.7% |
| Admin fee / account holder | $15 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |