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 | $13,060 | $127,386-89.7% | $115,037-88.6% | $125,391-89.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -22.12% | 31.28%-53.4pp | 26.14%-48.3pp | 282.22%-304.3pp |
| Employer contribution / active EE | $4,916 | $5,166-4.8% | $4,608+6.7% | $4,866+1.0% |
| Participant deferral / active EE | $3,429 | $6,423-46.6% | $6,026-43.1% | $5,352-35.9% |
| Admin fee / account holder | $34 | $9,516-99.6% | $8,175-99.6% | $9,540-99.6% |