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 | $12,421 | $117,381-89.4% | $99,443-87.5% | $152,861-91.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | -16.27% | 31.87%-48.1pp | 30.72%-47.0pp | 345.32%-361.6pp |
| Employer contribution / active EE | $4,169 | $3,013+38.4% | $2,540+64.2% | $4,762-12.4% |
| Participant deferral / active EE | $744 | $4,086-81.8% | $3,619-79.4% | $5,850-87.3% |
| Admin fee / account holder | $12 | $7,631-99.8% | $6,250-99.8% | $11,596-99.9% |