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 | $8,138 | $127,386-93.6% | $115,037-92.9% | $125,391-93.5% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -45.86% | 31.28%-77.1pp | 26.14%-72.0pp | 282.22%-328.1pp |
| Employer contribution / active EE | $2,423 | $5,166-53.1% | $4,608-47.4% | $4,866-50.2% |
| Participant deferral / active EE | $4,163 | $6,423-35.2% | $6,026-30.9% | $5,352-22.2% |
| Admin fee / account holder | $41 | $9,516-99.6% | $8,175-99.5% | $9,540-99.6% |