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 | $27,255 | $209,411-87.0% | $178,490-84.7% | $158,922-82.8% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | -13.04% | 188.75%-201.8pp | 151.07%-164.1pp | 302.83%-315.9pp |
| Employer contribution / active EE | $1,254 | $5,706-78.0% | $5,011-75.0% | $4,761-73.7% |
| Participant deferral / active EE | $3,470 | $5,954-41.7% | $5,202-33.3% | $5,982-42.0% |
| Admin fee / account holder | $4 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |