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 | $12,751 | $75,828-83.2% | $147,614-91.4% | $59,632-78.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -5.20% | 0.37%-5.6pp | 61.98%-67.2pp | 2041.28%-2046.5pp |
| Employer contribution / active EE | $1,262 | $3,485-63.8% | $5,564-77.3% | $2,203-42.7% |
| Participant deferral / active EE | $4,994 | $3,130+59.5% | $4,895+2.0% | $3,192+56.5% |
| Admin fee / account holder | $94 | $5,985-98.4% | $11,611-99.2% | $4,297-97.8% |