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 | $10,254 | $95,193-89.2% | $76,523-86.6% | $135,375-92.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -17.99% | 4.85%-22.8pp | -0.27%-17.7pp | 519.73%-537.7pp |
| Employer contribution / active EE | $1,335 | $3,302-59.6% | $2,647-49.6% | $4,779-72.1% |
| Participant deferral / active EE | $1,492 | $4,639-67.9% | $3,835-61.1% | $5,609-73.4% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |