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 | $24,918 | $180,449-86.2% | $154,107-83.8% | $135,375-81.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -16.21% | 888.09%-904.3pp | 735.12%-751.3pp | 519.73%-535.9pp |
| Employer contribution / active EE | $2,872 | $6,035-52.4% | $5,298-45.8% | $4,779-39.9% |
| Participant deferral / active EE | $7,742 | $5,806+33.3% | $5,081+52.4% | $5,609+38.0% |
| Admin fee / account holder | $80 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |