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 | $18,189 | $99,032-81.6% | $80,019-77.3% | $135,375-86.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.32% | 15.39%-25.7pp | 11.22%-21.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,391 | $3,043-54.3% | $2,468-43.6% | $4,779-70.9% |
| Participant deferral / active EE | $4,893 | $4,282+14.3% | $3,686+32.8% | $5,609-12.8% |
| Admin fee / account holder | $165 | $10,436-98.4% | $6,521-97.5% | $10,827-98.5% |