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 | $15,116 | $180,449-91.6% | $154,107-90.2% | $135,375-88.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -17.13% | 888.09%-905.2pp | 735.12%-752.2pp | 519.73%-536.9pp |
| Employer contribution / active EE | $5,718 | $6,035-5.2% | $5,298+7.9% | $4,779+19.7% |
| Participant deferral / active EE | $5,380 | $5,806-7.3% | $5,081+5.9% | $5,609-4.1% |
| Admin fee / account holder | $107 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |