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 | $11,827 | $97,757-87.9% | $83,848-85.9% | $135,375-91.3% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -19.70% | 1287.37%-1307.1pp | 850.88%-870.6pp | 519.73%-539.4pp |
| Employer contribution / active EE | $3,391 | $4,222-19.7% | $3,631-6.6% | $4,779-29.0% |
| Participant deferral / active EE | $6,660 | $4,682+42.2% | $4,082+63.2% | $5,609+18.7% |
| Admin fee / account holder | $144 | $6,674-97.8% | $5,478-97.4% | $10,827-98.7% |