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 | $13,405 | $160,055-91.6% | $140,016-90.4% | $135,375-90.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -16.81% | 911.38%-928.2pp | 651.12%-667.9pp | 519.73%-536.5pp |
| Employer contribution / active EE | $1,700 | $6,420-73.5% | $5,606-69.7% | $4,779-64.4% |
| Participant deferral / active EE | $3,672 | $7,642-51.9% | $6,927-47.0% | $5,609-34.5% |
| Admin fee / account holder | $106 | $13,328-99.2% | $10,705-99.0% | $10,827-99.0% |