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 | $15,087 | $99,032-84.8% | $80,019-81.1% | $135,375-88.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -11.24% | 15.39%-26.6pp | 11.22%-22.5pp | 519.73%-531.0pp |
| Employer contribution / active EE | $881 | $3,043-71.1% | $2,468-64.3% | $4,779-81.6% |
| Participant deferral / active EE | $4,329 | $4,282+1.1% | $3,686+17.5% | $5,609-22.8% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |