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 | $10,730 | $96,557-88.9% | $80,975-86.7% | $273,961-96.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -38.88% | 15.14%-54.0pp | 17.10%-56.0pp | 41.45%-80.3pp |
| Employer contribution / active EE | $3,315 | $4,868-31.9% | $3,714-10.8% | $4,869-31.9% |
| Participant deferral / active EE | $12,552 | $6,598+90.2% | $5,696+120.4% | $5,287+137.4% |
| Admin fee / account holder | $125 | $7,492-98.3% | $5,516-97.7% | $10,132-98.8% |