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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,415 | $331,010-12.6% | $284,014+1.9% | $357,791-19.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 78.2%+21.8pp | 85.6%+14.4pp |
| Annual return | -32.80% | -7.54%-25.3pp | -6.84%-26.0pp | 396.79%-429.6pp |
| Employer contribution / active EE | $0 | $4,421-100.0% | $4,497-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $4,180-100.0% | $5,463-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $15,699-100.0% | $16,425-100.0% | $28,387-100.0% |