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 | $14,992 | $138,065-89.1% | $123,544-87.9% | $135,375-88.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.96% | 153.68%-163.6pp | 119.20%-129.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,383 | $5,151-53.7% | $4,628-48.5% | $4,779-50.1% |
| Participant deferral / active EE | $4,492 | $6,799-33.9% | $6,426-30.1% | $5,609-19.9% |
| Admin fee / account holder | $45 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |