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 | $29,342 | $168,632-82.6% | $147,614-80.1% | $125,391-76.6% |
| Participation rate | 73.7% | 88.8%-15.1pp | 84.6%-10.9pp | 83.2%-9.5pp |
| Annual return | -5.42% | 77.65%-83.1pp | 61.98%-67.4pp | 282.22%-287.6pp |
| Employer contribution / active EE | $1,987 | $6,252-68.2% | $5,564-64.3% | $4,866-59.2% |
| Participant deferral / active EE | $8,518 | $5,507+54.7% | $4,895+74.0% | $5,352+59.2% |
| Admin fee / account holder | $194 | $13,580-98.6% | $11,611-98.3% | $9,540-98.0% |