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 | $13,168 | $82,630-84.1% | $64,105-79.5% | $125,391-89.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -8.47% | 1489.72%-1498.2pp | 791.24%-799.7pp | 282.22%-290.7pp |
| Employer contribution / active EE | $2,388 | $2,671-10.6% | $1,820+31.2% | $4,866-50.9% |
| Participant deferral / active EE | $3,470 | $3,608-3.8% | $2,822+23.0% | $5,352-35.2% |
| Admin fee / account holder | $169 | $6,382-97.3% | $4,499-96.2% | $9,540-98.2% |