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 | $6,487 | $138,065-95.3% | $123,544-94.7% | $135,375-95.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -13.32% | 153.68%-167.0pp | 119.20%-132.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $1,348 | $5,151-73.8% | $4,628-70.9% | $4,779-71.8% |
| Participant deferral / active EE | $2,260 | $6,799-66.8% | $6,426-64.8% | $5,609-59.7% |
| Admin fee / account holder | $36 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |