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 5-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 | $10,549 | $133,958-92.1% | $112,228-90.6% | $134,475-92.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -35.51% | 47.11%-82.6pp | 27.45%-63.0pp | 417.96%-453.5pp |
| Employer contribution / active EE | $1,947 | $4,038-51.8% | $3,635-46.4% | $4,740-58.9% |
| Participant deferral / active EE | $9,639 | $5,291+82.2% | $4,728+103.9% | $6,400+50.6% |
| Admin fee / account holder | $266 | $7,489-96.4% | $6,410-95.8% | $11,426-97.7% |