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 9-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 | $10,106 | $180,449-94.4% | $154,107-93.4% | $135,375-92.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -19.21% | 888.09%-907.3pp | 735.12%-754.3pp | 519.73%-538.9pp |
| Employer contribution / active EE | $1,744 | $6,035-71.1% | $5,298-67.1% | $4,779-63.5% |
| Participant deferral / active EE | $3,268 | $5,806-43.7% | $5,081-35.7% | $5,609-41.7% |
| Admin fee / account holder | $208 | $16,143-98.7% | $13,411-98.4% | $10,827-98.1% |