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 | $14,753 | $138,065-89.3% | $123,544-88.1% | $135,375-89.1% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -13.90% | 153.68%-167.6pp | 119.20%-133.1pp | 519.73%-533.6pp |
| Employer contribution / active EE | $1,196 | $5,151-76.8% | $4,628-74.2% | $4,779-75.0% |
| Participant deferral / active EE | $2,601 | $6,799-61.7% | $6,426-59.5% | $5,609-53.6% |
| Admin fee / account holder | $104 | $10,916-99.0% | $9,284-98.9% | $10,827-99.0% |