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 9-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 | $19,305 | $180,449-89.3% | $154,107-87.5% | $135,375-85.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.90% | 888.09%-898.0pp | 735.12%-745.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,643 | $6,035-56.2% | $5,298-50.1% | $4,779-44.7% |
| Participant deferral / active EE | $3,915 | $5,806-32.6% | $5,081-22.9% | $5,609-30.2% |
| Admin fee / account holder | $70 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |