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 | $9,105 | $75,828-88.0% | $147,614-93.8% | $59,632-84.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.94% | 0.37%-3.3pp | 61.98%-64.9pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $733 | $3,485-79.0% | $5,564-86.8% | $2,203-66.7% |
| Participant deferral / active EE | $1,813 | $3,130-42.1% | $4,895-63.0% | $3,192-43.2% |
| Admin fee / account holder | $248 | $5,985-95.9% | $11,611-97.9% | $4,297-94.2% |