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 | $10,002 | $45,152-77.8% | $73,843-86.5% | $59,632-83.2% |
| Participation rate | 80.0% | 64.0%+16.0pp | 73.4%+6.6pp | 68.7%+11.3pp |
| Annual return | -5.22% | 27.40%-32.6pp | 2267.84%-2273.1pp | 2041.28%-2046.5pp |
| Employer contribution / active EE | $1,386 | $1,902-27.1% | $2,787-50.3% | $2,203-37.1% |
| Participant deferral / active EE | $2,223 | $2,574-13.6% | $3,583-38.0% | $3,192-30.3% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |