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 | $16,829 | $197,825-91.5% | $155,790-89.2% | $125,391-86.6% |
| Participation rate | 83.3% | 82.1%+1.2pp | 76.1%+7.2pp | 83.2%+0.1pp |
| Annual return | -8.69% | 86.74%-95.4pp | 71.54%-80.2pp | 282.22%-290.9pp |
| Employer contribution / active EE | $4,161 | $4,847-14.2% | $3,836+8.5% | $4,866-14.5% |
| Participant deferral / active EE | $12,248 | $5,630+117.5% | $4,797+155.3% | $5,352+128.9% |
| Admin fee / account holder | $8 | $9,545-99.9% | $7,478-99.9% | $9,540-99.9% |