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 | $7,129 | $127,386-94.4% | $115,037-93.8% | $125,391-94.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.59% | 31.28%-34.9pp | 26.14%-29.7pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,426 | $5,166-72.4% | $4,608-69.1% | $4,866-70.7% |
| Participant deferral / active EE | $4,144 | $6,423-35.5% | $6,026-31.2% | $5,352-22.6% |
| Admin fee / account holder | $99 | $9,516-99.0% | $8,175-98.8% | $9,540-99.0% |