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 | $6,228 | $45,152-86.2% | $73,843-91.6% | $59,632-89.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -9.99% | 27.40%-37.4pp | 2267.84%-2277.8pp | 2041.28%-2051.3pp |
| Employer contribution / active EE | $2,757 | $1,902+45.0% | $2,787-1.1% | $2,203+25.2% |
| Participant deferral / active EE | $2,391 | $2,574-7.1% | $3,583-33.3% | $3,192-25.1% |
| Admin fee / account holder | $138 | $3,516-96.1% | $4,880-97.2% | $4,297-96.8% |