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 | $15,588 | $180,449-91.4% | $154,107-89.9% | $135,375-88.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -10.91% | 888.09%-899.0pp | 735.12%-746.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,681 | $6,035-55.6% | $5,298-49.4% | $4,779-43.9% |
| Participant deferral / active EE | $4,394 | $5,806-24.3% | $5,081-13.5% | $5,609-21.7% |
| Admin fee / account holder | $77 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |