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 8-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 | $10,232 | $91,911-88.9% | $68,793-85.1% | $135,375-92.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -36.96% | -8.22%-28.7pp | -4.63%-32.3pp | 519.73%-556.7pp |
| Employer contribution / active EE | $2,480 | $3,924-36.8% | $2,625-5.5% | $4,779-48.1% |
| Participant deferral / active EE | $8,089 | $4,315+87.5% | $3,311+144.3% | $5,609+44.2% |
| Admin fee / account holder | $60 | $9,240-99.4% | $5,131-98.8% | $10,827-99.4% |