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 | $16,555 | $127,386-87.0% | $115,037-85.6% | $125,391-86.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -12.23% | 31.28%-43.5pp | 26.14%-38.4pp | 282.22%-294.5pp |
| Employer contribution / active EE | $5,043 | $5,166-2.4% | $4,608+9.5% | $4,866+3.6% |
| Participant deferral / active EE | $4,364 | $6,423-32.1% | $6,026-27.6% | $5,352-18.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |