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 8-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 | $9,694 | $180,449-94.6% | $154,107-93.7% | $135,375-92.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.74% | 888.09%-899.8pp | 735.12%-746.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,570 | $6,035-74.0% | $5,298-70.4% | $4,779-67.1% |
| Participant deferral / active EE | $3,489 | $5,806-39.9% | $5,081-31.3% | $5,609-37.8% |
| Admin fee / account holder | $201 | $16,143-98.8% | $13,411-98.5% | $10,827-98.1% |