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 | $24,130 | $140,588-82.8% | $123,104-80.4% | $125,391-80.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -6.89% | 16.80%-23.7pp | 13.22%-20.1pp | 282.22%-289.1pp |
| Employer contribution / active EE | $6,698 | $6,041+10.9% | $5,151+30.0% | $4,866+37.6% |
| Participant deferral / active EE | $11,236 | $6,980+61.0% | $6,230+80.4% | $5,352+110.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |