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 9-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,098 | $581,964-57.0% | $321,515-22.2% | $581,964-57.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 100.0%0pp | 87.9%+12.1pp |
| Annual return | -22.00% | 19.66%-41.7pp | -12.42%-9.6pp | 19.66%-41.7pp |
| Employer contribution / active EE | $0 | $21,011-100.0% | $16,269-100.0% | $21,011-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $0 | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,887-100.0% | $2,819-100.0% | $49,887-100.0% |