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 | $14,667 | $160,055-90.8% | $140,016-89.5% | $135,375-89.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.86% | 911.38%-924.2pp | 651.12%-664.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $1,573 | $6,420-75.5% | $5,606-71.9% | $4,779-67.1% |
| Participant deferral / active EE | $6,000 | $7,642-21.5% | $6,927-13.4% | $5,609+7.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |