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 | $8,184 | $84,695-90.3% | $73,843-88.9% | $125,391-93.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -9.58% | 3123.53%-3133.1pp | 2267.84%-2277.4pp | 282.22%-291.8pp |
| Employer contribution / active EE | $1,103 | $3,123-64.7% | $2,787-60.4% | $4,866-77.3% |
| Participant deferral / active EE | $4,299 | $3,992+7.7% | $3,583+20.0% | $5,352-19.7% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |