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 | $257,899+12.2% | $227,317+27.3% | $382,429-24.3% |
| Participation rate | 100.0% | 88.6%+11.4pp | 83.7%+16.3pp | 87.7%+12.3pp |
| Annual return | -32.80% | -6.88%-25.9pp | -6.47%-26.3pp | 248.85%-281.7pp |
| Employer contribution / active EE | $0 | $4,490-100.0% | $3,845-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,249-100.0% | $4,124-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $12,635-100.0% | $12,529-100.0% | $30,732-100.0% |