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 | $25,397 | $180,449-85.9% | $154,107-83.5% | $135,375-81.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.93% | 888.09%-897.0pp | 735.12%-744.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,427 | $6,035-76.3% | $5,298-73.1% | $4,779-70.1% |
| Participant deferral / active EE | $4,221 | $5,806-27.3% | $5,081-16.9% | $5,609-24.7% |
| Admin fee / account holder | $101 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |