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 | $5,777 | $158,817-96.4% | $121,196-95.2% | $135,375-95.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -11.08% | -0.64%-10.4pp | 16.93%-28.0pp | 519.73%-530.8pp |
| Employer contribution / active EE | $407 | $5,665-92.8% | $4,022-89.9% | $4,779-91.5% |
| Participant deferral / active EE | $3,575 | $4,005-10.7% | $3,344+6.9% | $5,609-36.3% |
| Admin fee / account holder | $80 | $6,512-98.8% | $5,019-98.4% | $10,827-99.3% |