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 5-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 | $10,006 | $95,862-89.6% | $79,550-87.4% | $134,475-92.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -29.97% | -2.69%-27.3pp | 0.16%-30.1pp | 417.96%-447.9pp |
| Employer contribution / active EE | $3,831 | $3,128+22.5% | $2,413+58.8% | $4,740-19.2% |
| Participant deferral / active EE | $4,722 | $4,693+0.6% | $3,985+18.5% | $6,400-26.2% |
| Admin fee / account holder | $56 | $9,126-99.4% | $6,832-99.2% | $11,426-99.5% |