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 | $12,054 | $87,540-86.2% | $75,781-84.1% | $125,391-90.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.84% | 13.48%-20.3pp | 9.68%-16.5pp | 282.22%-289.1pp |
| Employer contribution / active EE | $2,323 | $3,930-40.9% | $3,323-30.1% | $4,866-52.3% |
| Participant deferral / active EE | $5,293 | $4,229+25.2% | $3,651+45.0% | $5,352-1.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |