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 | $3,630 | $64,307-94.4% | $57,343-93.7% | $125,391-97.1% |
| Participation rate | 94.4% | 78.6%+15.8pp | 75.1%+19.4pp | 83.2%+11.3pp |
| Annual return | -4.11% | 25.12%-29.2pp | 24.39%-28.5pp | 282.22%-286.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,086 | $3,848-71.8% | $3,162-65.7% | $5,352-79.7% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |