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 | $7,530 | $180,449-95.8% | $154,107-95.1% | $135,375-94.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.84% | 888.09%-897.9pp | 735.12%-745.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,746 | $6,035-54.5% | $5,298-48.2% | $4,779-42.5% |
| Participant deferral / active EE | $7,800 | $5,806+34.3% | $5,081+53.5% | $5,609+39.1% |
| Admin fee / account holder | $8 | $16,143-100.0% | $13,411-99.9% | $10,827-99.9% |