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 | $11,042 | $100,901-89.1% | $75,670-85.4% | $147,584-92.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | -7.44% | 35.78%-43.2pp | 27.34%-34.8pp | 578.55%-586.0pp |
| Employer contribution / active EE | $1,561 | $3,253-52.0% | $2,352-33.6% | $4,876-68.0% |
| Participant deferral / active EE | $3,493 | $4,027-13.3% | $3,142+11.2% | $5,439-35.8% |
| Admin fee / account holder | $125 | $11,285-98.9% | $5,800-97.8% | $10,885-98.8% |