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 | $242 | $158,817-99.8% | $121,196-99.8% | $135,375-99.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -24.74% | -0.64%-24.1pp | 16.93%-41.7pp | 519.73%-544.5pp |
| Employer contribution / active EE | $80 | $5,665-98.6% | $4,022-98.0% | $4,779-98.3% |
| Participant deferral / active EE | $121 | $4,005-97.0% | $3,344-96.4% | $5,609-97.9% |
| Admin fee / account holder | $55 | $6,512-99.2% | $5,019-98.9% | $10,827-99.5% |