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 | $27,961 | $180,449-84.5% | $154,107-81.9% | $135,375-79.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.97% | 888.09%-897.1pp | 735.12%-744.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $5,264 | $6,035-12.8% | $5,298-0.6% | $4,779+10.1% |
| Participant deferral / active EE | $7,551 | $5,806+30.1% | $5,081+48.6% | $5,609+34.6% |
| Admin fee / account holder | $124 | $16,143-99.2% | $13,411-99.1% | $10,827-98.9% |