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 | $17,122 | $180,449-90.5% | $154,107-88.9% | $135,375-87.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -9.05% | 888.09%-897.1pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,150 | $6,035-64.4% | $5,298-59.4% | $4,779-55.0% |
| Participant deferral / active EE | $3,735 | $5,806-35.7% | $5,081-26.5% | $5,609-33.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |