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 | $14,671 | $113,935-87.1% | $94,224-84.4% | $125,391-88.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -12.71% | 5.29%-18.0pp | 10.68%-23.4pp | 282.22%-294.9pp |
| Employer contribution / active EE | $3,437 | $4,727-27.3% | $3,587-4.2% | $4,866-29.4% |
| Participant deferral / active EE | $7,901 | $5,179+52.6% | $4,320+82.9% | $5,352+47.6% |
| Admin fee / account holder | $101 | $8,391-98.8% | $6,269-98.4% | $9,540-98.9% |