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 | $12,238 | $95,971-87.2% | $74,550-83.6% | $135,375-91.0% |
| Participation rate | 91.3% | 75.7%+15.7pp | 69.1%+22.2pp | 82.6%+8.7pp |
| Annual return | -10.90% | 56.96%-67.9pp | 32.53%-43.4pp | 519.73%-530.6pp |
| Employer contribution / active EE | $493 | $2,716-81.8% | $1,961-74.8% | $4,779-89.7% |
| Participant deferral / active EE | $1,472 | $3,843-61.7% | $3,108-52.6% | $5,609-73.8% |
| Admin fee / account holder | $24 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |