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 6-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 | $14,518 | $138,044-89.5% | $125,339-88.4% | $134,475-89.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -21.48% | 750.33%-771.8pp | 572.05%-593.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,580 | $5,243-50.8% | $4,814-46.4% | $4,740-45.6% |
| Participant deferral / active EE | $2,845 | $7,799-63.5% | $7,446-61.8% | $6,400-55.5% |
| Admin fee / account holder | $97 | $11,571-99.2% | $10,010-99.0% | $11,426-99.1% |