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 | $10,848 | $168,632-93.6% | $147,614-92.7% | $125,391-91.3% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -11.37% | 77.65%-89.0pp | 61.98%-73.3pp | 282.22%-293.6pp |
| Employer contribution / active EE | $1,943 | $6,252-68.9% | $5,564-65.1% | $4,866-60.1% |
| Participant deferral / active EE | $5,943 | $5,507+7.9% | $4,895+21.4% | $5,352+11.1% |
| Admin fee / account holder | $115 | $13,580-99.2% | $11,611-99.0% | $9,540-98.8% |