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 | $6,251 | $56,199-88.9% | $67,652-90.8% | $59,632-89.5% |
| Participation rate | 92.9% | 71.5%+21.4pp | 75.7%+17.2pp | 68.7%+24.2pp |
| Annual return | -7.25% | 18505.31%-18512.6pp | 6625.04%-6632.3pp | 2041.28%-2048.5pp |
| Employer contribution / active EE | $1,476 | $1,614-8.6% | $2,266-34.8% | $2,203-33.0% |
| Participant deferral / active EE | $2,350 | $2,844-17.4% | $3,560-34.0% | $3,192-26.4% |
| Admin fee / account holder | $102 | $3,958-97.4% | $4,821-97.9% | $4,297-97.6% |