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 | $15,701 | $168,632-90.7% | $147,614-89.4% | $125,391-87.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.96% | 77.65%-82.6pp | 61.98%-66.9pp | 282.22%-287.2pp |
| Employer contribution / active EE | $6,047 | $6,252-3.3% | $5,564+8.7% | $4,866+24.3% |
| Participant deferral / active EE | $3,262 | $5,507-40.8% | $4,895-33.4% | $5,352-39.1% |
| Admin fee / account holder | $29 | $13,580-99.8% | $11,611-99.8% | $9,540-99.7% |