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 | $10,064 | $135,635-92.6% | $110,238-90.9% | $135,375-92.6% |
| Participation rate | 73.3% | 83.5%-10.1pp | 79.8%-6.5pp | 82.6%-9.3pp |
| Annual return | -24.86% | 513.19%-538.0pp | 314.74%-339.6pp | 519.73%-544.6pp |
| Employer contribution / active EE | $1,127 | $4,906-77.0% | $3,826-70.6% | $4,779-76.4% |
| Participant deferral / active EE | $5,492 | $5,506-0.3% | $4,672+17.6% | $5,609-2.1% |
| Admin fee / account holder | $60 | $11,457-99.5% | $8,547-99.3% | $10,827-99.4% |