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 | $13,650 | $180,449-92.4% | $154,107-91.1% | $135,375-89.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.99% | 888.09%-903.1pp | 735.12%-750.1pp | 519.73%-534.7pp |
| Employer contribution / active EE | $2,302 | $6,035-61.9% | $5,298-56.5% | $4,779-51.8% |
| Participant deferral / active EE | $4,065 | $5,806-30.0% | $5,081-20.0% | $5,609-27.5% |
| Admin fee / account holder | $182 | $16,143-98.9% | $13,411-98.6% | $10,827-98.3% |