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 | $17,406 | $138,065-87.4% | $123,544-85.9% | $135,375-87.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.15% | 153.68%-166.8pp | 119.20%-132.3pp | 519.73%-532.9pp |
| Employer contribution / active EE | $2,048 | $5,151-60.2% | $4,628-55.7% | $4,779-57.1% |
| Participant deferral / active EE | $4,277 | $6,799-37.1% | $6,426-33.4% | $5,609-23.7% |
| Admin fee / account holder | $255 | $10,916-97.7% | $9,284-97.2% | $10,827-97.6% |