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 | $9,347 | $105,998-91.2% | $92,233-89.9% | $147,584-93.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.96% | 50.05%-44.1pp | 176.28%-170.3pp | 578.55%-572.6pp |
| Employer contribution / active EE | $1,395 | $4,333-67.8% | $3,679-62.1% | $4,876-71.4% |
| Participant deferral / active EE | $5,480 | $4,478+22.4% | $3,897+40.6% | $5,439+0.8% |
| Admin fee / account holder | $182 | $6,332-97.1% | $5,194-96.5% | $10,885-98.3% |