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 | $17,955 | $138,065-87.0% | $123,544-85.5% | $135,375-86.7% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -11.67% | 153.68%-165.4pp | 119.20%-130.9pp | 519.73%-531.4pp |
| Employer contribution / active EE | $2,354 | $5,151-54.3% | $4,628-49.1% | $4,779-50.7% |
| Participant deferral / active EE | $4,546 | $6,799-33.1% | $6,426-29.3% | $5,609-19.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |