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 | $6,136 | $90,600-93.2% | $79,464-92.3% | $135,375-95.5% |
| Participation rate | 72.2% | 76.0%-3.8pp | 73.3%-1.1pp | 82.6%-10.4pp |
| Annual return | -14.38% | 977.43%-991.8pp | 718.14%-732.5pp | 519.73%-534.1pp |
| Employer contribution / active EE | $242 | $3,068-92.1% | $2,800-91.4% | $4,779-94.9% |
| Participant deferral / active EE | $3,160 | $4,050-22.0% | $3,704-14.7% | $5,609-43.7% |
| Admin fee / account holder | $118 | $5,907-98.0% | $5,113-97.7% | $10,827-98.9% |