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 | $6,722 | $69,518-90.3% | $59,878-88.8% | $135,375-95.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -20.75% | 7.94%-28.7pp | 3.46%-24.2pp | 519.73%-540.5pp |
| Employer contribution / active EE | $1,240 | $3,235-61.7% | $2,722-54.4% | $4,779-74.1% |
| Participant deferral / active EE | $5,128 | $4,206+21.9% | $3,402+50.7% | $5,609-8.6% |
| Admin fee / account holder | $38 | $5,734-99.3% | $3,590-99.0% | $10,827-99.7% |