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 | $12,973 | $168,632-92.3% | $147,614-91.2% | $125,391-89.7% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -4.89% | 77.65%-82.5pp | 61.98%-66.9pp | 282.22%-287.1pp |
| Employer contribution / active EE | $1,685 | $6,252-73.0% | $5,564-69.7% | $4,866-65.4% |
| Participant deferral / active EE | $5,123 | $5,507-7.0% | $4,895+4.7% | $5,352-4.3% |
| Admin fee / account holder | $54 | $13,580-99.6% | $11,611-99.5% | $9,540-99.4% |