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 | $14,552 | $95,971-84.8% | $74,550-80.5% | $135,375-89.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.06% | 56.96%-68.0pp | 32.53%-43.6pp | 519.73%-530.8pp |
| Employer contribution / active EE | $2,586 | $2,716-4.8% | $1,961+31.9% | $4,779-45.9% |
| Participant deferral / active EE | $2,800 | $3,843-27.2% | $3,108-9.9% | $5,609-50.1% |
| Admin fee / account holder | $236 | $6,522-96.4% | $5,060-95.3% | $10,827-97.8% |