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 | $7,672 | $135,635-94.3% | $110,238-93.0% | $135,375-94.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.53% | 513.19%-522.7pp | 314.74%-324.3pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,812 | $4,906-63.1% | $3,826-52.7% | $4,779-62.1% |
| Participant deferral / active EE | $2,236 | $5,506-59.4% | $4,672-52.1% | $5,609-60.1% |
| Admin fee / account holder | $97 | $11,457-99.2% | $8,547-98.9% | $10,827-99.1% |