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 | $13,092 | $99,032-86.8% | $80,019-83.6% | $135,375-90.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -11.01% | 15.39%-26.4pp | 11.22%-22.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,500 | $3,043-50.7% | $2,468-39.2% | $4,779-68.6% |
| Participant deferral / active EE | $5,012 | $4,282+17.1% | $3,686+36.0% | $5,609-10.6% |
| Admin fee / account holder | $15 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |