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 | $26,226 | $160,055-83.6% | $140,016-81.3% | $135,375-80.6% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -15.80% | 911.38%-927.2pp | 651.12%-666.9pp | 519.73%-535.5pp |
| Employer contribution / active EE | $2,263 | $6,420-64.8% | $5,606-59.6% | $4,779-52.6% |
| Participant deferral / active EE | $4,271 | $7,642-44.1% | $6,927-38.3% | $5,609-23.8% |
| Admin fee / account holder | $115 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |