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 | $11,910 | $135,635-91.2% | $110,238-89.2% | $135,375-91.2% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -9.30% | 513.19%-522.5pp | 314.74%-324.0pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,377 | $4,906-71.9% | $3,826-64.0% | $4,779-71.2% |
| Participant deferral / active EE | $2,578 | $5,506-53.2% | $4,672-44.8% | $5,609-54.0% |
| Admin fee / account holder | $294 | $11,457-97.4% | $8,547-96.6% | $10,827-97.3% |