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 | $17,863 | $180,449-90.1% | $154,107-88.4% | $135,375-86.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.18% | 888.09%-900.3pp | 735.12%-747.3pp | 519.73%-531.9pp |
| Employer contribution / active EE | $3,929 | $6,035-34.9% | $5,298-25.8% | $4,779-17.8% |
| Participant deferral / active EE | $5,256 | $5,806-9.5% | $5,081+3.4% | $5,609-6.3% |
| Admin fee / account holder | $4 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |