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 | $2,389 | $32,117-92.6% | $71,086-96.6% | $64,186-96.3% |
| Participation rate | 96.7% | 42.7%+54.0pp | 54.7%+42.0pp | 69.6%+27.1pp |
| Annual return | -15.14% | -5.57%-9.6pp | 650.59%-665.7pp | 7.63%-22.8pp |
| Employer contribution / active EE | $344 | $712-51.6% | $1,088-68.3% | $2,381-85.5% |
| Participant deferral / active EE | $926 | $1,263-26.7% | $1,874-50.6% | $3,470-73.3% |
| Admin fee / account holder | $105 | $2,759-96.2% | $3,082-96.6% | $4,888-97.8% |