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 | $7,667 | $97,757-92.2% | $83,848-90.9% | $135,375-94.3% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -10.36% | 1287.37%-1297.7pp | 850.88%-861.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $900 | $4,222-78.7% | $3,631-75.2% | $4,779-81.2% |
| Participant deferral / active EE | $2,162 | $4,682-53.8% | $4,082-47.0% | $5,609-61.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |