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 | $4,823 | $158,817-97.0% | $121,196-96.0% | $135,375-96.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.7%+3.3pp | 82.6%-7.6pp |
| Annual return | -12.44% | -0.64%-11.8pp | 16.93%-29.4pp | 519.73%-532.2pp |
| Employer contribution / active EE | $692 | $5,665-87.8% | $4,022-82.8% | $4,779-85.5% |
| Participant deferral / active EE | $857 | $4,005-78.6% | $3,344-74.4% | $5,609-84.7% |
| Admin fee / account holder | $12 | $6,512-99.8% | $5,019-99.8% | $10,827-99.9% |