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 | $16,641 | $149,734-88.9% | $118,925-86.0% | $158,922-89.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -14.36% | 19.95%-34.3pp | 35.88%-50.2pp | 302.83%-317.2pp |
| Employer contribution / active EE | $4,275 | $4,115+3.9% | $3,263+31.0% | $4,761-10.2% |
| Participant deferral / active EE | $1,630 | $5,223-68.8% | $4,265-61.8% | $5,982-72.7% |
| Admin fee / account holder | $107 | $8,603-98.8% | $6,581-98.4% | $11,246-99.0% |