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 4-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 | $12,377 | $167,307-92.6% | $143,757-91.4% | $134,475-90.8% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -142.23% | 0.46%-142.7pp | -0.04%-142.2pp | 417.96%-560.2pp |
| Employer contribution / active EE | $2,749 | $5,619-51.1% | $4,951-44.5% | $4,740-42.0% |
| Participant deferral / active EE | $8,226 | $6,446+27.6% | $5,637+45.9% | $6,400+28.5% |
| Admin fee / account holder | $85 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |