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 | $13,355 | $82,664-83.8% | $125,339-89.3% | $68,494-80.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.99% | -5.97%-16.0pp | 572.05%-594.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $2,146 | $3,381-36.5% | $4,814-55.4% | $2,596-17.4% |
| Participant deferral / active EE | $2,585 | $6,110-57.7% | $7,446-65.3% | $4,027-35.8% |
| Admin fee / account holder | $53 | $6,275-99.2% | $10,010-99.5% | $5,403-99.0% |