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 | $23,339 | $180,449-87.1% | $154,107-84.9% | $135,375-82.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -10.53% | 888.09%-898.6pp | 735.12%-745.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,286 | $6,035-78.7% | $5,298-75.7% | $4,779-73.1% |
| Participant deferral / active EE | $2,061 | $5,806-64.5% | $5,081-59.4% | $5,609-63.3% |
| Admin fee / account holder | $141 | $16,143-99.1% | $13,411-98.9% | $10,827-98.7% |