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 | $12,901 | $168,632-92.3% | $147,614-91.3% | $125,391-89.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.14% | 77.65%-82.8pp | 61.98%-67.1pp | 282.22%-287.4pp |
| Employer contribution / active EE | $2,255 | $6,252-63.9% | $5,564-59.5% | $4,866-53.7% |
| Participant deferral / active EE | $6,953 | $5,507+26.3% | $4,895+42.0% | $5,352+29.9% |
| Admin fee / account holder | $42 | $13,580-99.7% | $11,611-99.6% | $9,540-99.6% |