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 | $16,331 | $48,570-66.4% | $130,648-87.5% | $72,985-77.6% |
| Participation rate | 73.1% | 58.6%+14.5pp | 71.7%+1.3pp | 69.5%+3.6pp |
| Annual return | -0.71% | 38.63%-39.3pp | 1708.96%-1709.7pp | 81.00%-81.7pp |
| Employer contribution / active EE | $529 | $1,334-60.4% | $4,092-87.1% | $2,440-78.3% |
| Participant deferral / active EE | $1,178 | $2,384-50.6% | $3,603-67.3% | $3,607-67.3% |
| Admin fee / account holder | $226 | $3,549-93.6% | $5,464-95.9% | $5,124-95.6% |