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 | $11,465 | $180,449-93.6% | $154,107-92.6% | $135,375-91.5% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -9.21% | 888.09%-897.3pp | 735.12%-744.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,973 | $6,035-50.7% | $5,298-43.9% | $4,779-37.8% |
| Participant deferral / active EE | $4,643 | $5,806-20.0% | $5,081-8.6% | $5,609-17.2% |
| Admin fee / account holder | $167 | $16,143-99.0% | $13,411-98.8% | $10,827-98.5% |