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 | $14,720 | $72,012-79.6% | $185,823-92.1% | $79,858-81.6% |
| Participation rate | 95.6% | 65.8%+29.8pp | 78.0%+17.5pp | 69.6%+25.9pp |
| Annual return | -6.39% | 23.12%-29.5pp | 35.95%-42.3pp | 31.71%-38.1pp |
| Employer contribution / active EE | $4,235 | $1,965+115.6% | $4,087+3.6% | $2,471+71.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,500-100.0% | $5,306-100.0% |