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 | $7,186 | $97,757-92.6% | $83,848-91.4% | $135,375-94.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -20.88% | 1287.37%-1308.3pp | 850.88%-871.8pp | 519.73%-540.6pp |
| Employer contribution / active EE | $4,565 | $4,222+8.1% | $3,631+25.7% | $4,779-4.5% |
| Participant deferral / active EE | $2,730 | $4,682-41.7% | $4,082-33.1% | $5,609-51.3% |
| Admin fee / account holder | $292 | $6,674-95.6% | $5,478-94.7% | $10,827-97.3% |