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 | $4,698 | $90,503-94.8% | $78,689-94.0% | $273,961-98.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.62% | 75.60%-76.2pp | 62.18%-62.8pp | 41.45%-42.1pp |
| Employer contribution / active EE | $616 | $3,176-80.6% | $2,851-78.4% | $4,869-87.3% |
| Participant deferral / active EE | $616 | $3,901-84.2% | $3,517-82.5% | $5,287-88.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |