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 | $17,624 | $160,055-89.0% | $140,016-87.4% | $135,375-87.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.03% | 911.38%-924.4pp | 651.12%-664.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $2,000 | $6,420-68.8% | $5,606-64.3% | $4,779-58.1% |
| Participant deferral / active EE | $4,215 | $7,642-44.8% | $6,927-39.2% | $5,609-24.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |