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 | $13,509 | $99,079-86.4% | $77,999-82.7% | $273,961-95.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | -0.38% | 217.93%-218.3pp | 425.96%-426.3pp | 41.45%-41.8pp |
| Employer contribution / active EE | $820 | $3,308-75.2% | $2,470-66.8% | $4,869-83.2% |
| Participant deferral / active EE | $4,843 | $4,306+12.5% | $3,497+38.5% | $5,287-8.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |