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 | $16,260 | $180,449-91.0% | $154,107-89.4% | $135,375-88.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.56% | 888.09%-898.7pp | 735.12%-745.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,751 | $6,035-71.0% | $5,298-66.9% | $4,779-63.4% |
| Participant deferral / active EE | $3,185 | $5,806-45.2% | $5,081-37.3% | $5,609-43.2% |
| Admin fee / account holder | $76 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |