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 | $11,404 | $180,449-93.7% | $154,107-92.6% | $135,375-91.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.41% | 888.09%-899.5pp | 735.12%-746.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $2,385 | $6,035-60.5% | $5,298-55.0% | $4,779-50.1% |
| Participant deferral / active EE | $3,248 | $5,806-44.1% | $5,081-36.1% | $5,609-42.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |