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 | $20,262 | $127,386-84.1% | $115,037-82.4% | $125,391-83.8% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -5.37% | 31.28%-36.7pp | 26.14%-31.5pp | 282.22%-287.6pp |
| Employer contribution / active EE | $2,532 | $5,166-51.0% | $4,608-45.1% | $4,866-48.0% |
| Participant deferral / active EE | $7,513 | $6,423+17.0% | $6,026+24.7% | $5,352+40.4% |
| Admin fee / account holder | $38 | $9,516-99.6% | $8,175-99.5% | $9,540-99.6% |