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 | $10,483 | $97,757-89.3% | $83,848-87.5% | $135,375-92.3% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -12.45% | 1287.37%-1299.8pp | 850.88%-863.3pp | 519.73%-532.2pp |
| Employer contribution / active EE | $760 | $4,222-82.0% | $3,631-79.1% | $4,779-84.1% |
| Participant deferral / active EE | $2,722 | $4,682-41.9% | $4,082-33.3% | $5,609-51.5% |
| Admin fee / account holder | $10 | $6,674-99.9% | $5,478-99.8% | $10,827-99.9% |