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 | $21,937 | $168,632-87.0% | $147,614-85.1% | $125,391-82.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.45% | 77.65%-85.1pp | 61.98%-69.4pp | 282.22%-289.7pp |
| Employer contribution / active EE | $12,761 | $6,252+104.1% | $5,564+129.3% | $4,866+162.2% |
| Participant deferral / active EE | $8,778 | $5,507+59.4% | $4,895+79.3% | $5,352+64.0% |
| Admin fee / account holder | $104 | $13,580-99.2% | $11,611-99.1% | $9,540-98.9% |