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 | $7,616 | $106,543-92.9% | $91,220-91.7% | $134,475-94.3% |
| Participation rate | 92.9% | 76.8%+16.0pp | 73.2%+19.7pp | 81.2%+11.6pp |
| Annual return | -28.64% | 160.60%-189.2pp | 114.01%-142.7pp | 417.96%-446.6pp |
| Employer contribution / active EE | $2,133 | $3,331-36.0% | $2,850-25.2% | $4,740-55.0% |
| Participant deferral / active EE | $6,335 | $4,719+34.3% | $4,234+49.6% | $6,400-1.0% |
| Admin fee / account holder | $258 | $6,231-95.9% | $5,420-95.2% | $11,426-97.7% |