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 | $6,957 | $180,449-96.1% | $154,107-95.5% | $135,375-94.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -21.80% | 888.09%-909.9pp | 735.12%-756.9pp | 519.73%-541.5pp |
| Employer contribution / active EE | $1,394 | $6,035-76.9% | $5,298-73.7% | $4,779-70.8% |
| Participant deferral / active EE | $3,947 | $5,806-32.0% | $5,081-22.3% | $5,609-29.6% |
| Admin fee / account holder | $149 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |