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 | $24,781 | $168,632-85.3% | $147,614-83.2% | $125,391-80.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.11% | 77.65%-81.8pp | 61.98%-66.1pp | 282.22%-286.3pp |
| Employer contribution / active EE | $8,838 | $6,252+41.4% | $5,564+58.8% | $4,866+81.6% |
| Participant deferral / active EE | $6,923 | $5,507+25.7% | $4,895+41.4% | $5,352+29.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |