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 | $8,561 | $90,600-90.6% | $79,464-89.2% | $135,375-93.7% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -10.06% | 977.43%-987.5pp | 718.14%-728.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,172 | $3,068-61.8% | $2,800-58.1% | $4,779-75.5% |
| Participant deferral / active EE | $1,978 | $4,050-51.2% | $3,704-46.6% | $5,609-64.7% |
| Admin fee / account holder | $68 | $5,907-98.9% | $5,113-98.7% | $10,827-99.4% |