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 | $10,744 | $97,757-89.0% | $83,848-87.2% | $135,375-92.1% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -10.86% | 1287.37%-1298.2pp | 850.88%-861.7pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,392 | $4,222-43.3% | $3,631-34.1% | $4,779-50.0% |
| Participant deferral / active EE | $4,609 | $4,682-1.6% | $4,082+12.9% | $5,609-17.8% |
| Admin fee / account holder | $131 | $6,674-98.0% | $5,478-97.6% | $10,827-98.8% |