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 | $21,744 | $180,449-87.9% | $154,107-85.9% | $135,375-83.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.51% | 888.09%-899.6pp | 735.12%-746.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $5,599 | $6,035-7.2% | $5,298+5.7% | $4,779+17.2% |
| Participant deferral / active EE | $4,441 | $5,806-23.5% | $5,081-12.6% | $5,609-20.8% |
| Admin fee / account holder | $194 | $16,143-98.8% | $13,411-98.6% | $10,827-98.2% |