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 | $9,990 | $97,757-89.8% | $83,848-88.1% | $135,375-92.6% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -14.49% | 1287.37%-1301.9pp | 850.88%-865.4pp | 519.73%-534.2pp |
| Employer contribution / active EE | $1,639 | $4,222-61.2% | $3,631-54.9% | $4,779-65.7% |
| Participant deferral / active EE | $2,734 | $4,682-41.6% | $4,082-33.0% | $5,609-51.3% |
| Admin fee / account holder | $248 | $6,674-96.3% | $5,478-95.5% | $10,827-97.7% |