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 | $10,655 | $97,757-89.1% | $83,848-87.3% | $135,375-92.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.49% | 1287.37%-1300.9pp | 850.88%-864.4pp | 519.73%-533.2pp |
| Employer contribution / active EE | $3,988 | $4,222-5.5% | $3,631+9.8% | $4,779-16.5% |
| Participant deferral / active EE | $2,486 | $4,682-46.9% | $4,082-39.1% | $5,609-55.7% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |