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 | $5,492 | $90,600-93.9% | $79,464-93.1% | $135,375-95.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.52% | 977.43%-988.0pp | 718.14%-728.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $974 | $3,068-68.3% | $2,800-65.2% | $4,779-79.6% |
| Participant deferral / active EE | $1,481 | $4,050-63.4% | $3,704-60.0% | $5,609-73.6% |
| Admin fee / account holder | $145 | $5,907-97.5% | $5,113-97.2% | $10,827-98.7% |