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 | $20,138 | $127,386-84.2% | $115,037-82.5% | $125,391-83.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.49% | 31.28%-39.8pp | 26.14%-34.6pp | 282.22%-290.7pp |
| Employer contribution / active EE | $4,848 | $5,166-6.2% | $4,608+5.2% | $4,866-0.4% |
| Participant deferral / active EE | $8,675 | $6,423+35.1% | $6,026+44.0% | $5,352+62.1% |
| Admin fee / account holder | $29 | $9,516-99.7% | $8,175-99.6% | $9,540-99.7% |