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 | $11,797 | $95,971-87.7% | $74,550-84.2% | $135,375-91.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -14.35% | 56.96%-71.3pp | 32.53%-46.9pp | 519.73%-534.1pp |
| Employer contribution / active EE | $996 | $2,716-63.3% | $1,961-49.2% | $4,779-79.2% |
| Participant deferral / active EE | $3,055 | $3,843-20.5% | $3,108-1.7% | $5,609-45.5% |
| Admin fee / account holder | $119 | $6,522-98.2% | $5,060-97.6% | $10,827-98.9% |