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 | $4,314 | $158,817-97.3% | $121,196-96.4% | $135,375-96.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.7%+11.6pp | 82.6%+0.7pp |
| Annual return | -11.89% | -0.64%-11.3pp | 16.93%-28.8pp | 519.73%-531.6pp |
| Employer contribution / active EE | $675 | $5,665-88.1% | $4,022-83.2% | $4,779-85.9% |
| Participant deferral / active EE | $877 | $4,005-78.1% | $3,344-73.8% | $5,609-84.4% |
| Admin fee / account holder | $15 | $6,512-99.8% | $5,019-99.7% | $10,827-99.9% |