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 | $16,057 | $138,065-88.4% | $123,544-87.0% | $135,375-88.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.13% | 153.68%-169.8pp | 119.20%-135.3pp | 519.73%-535.9pp |
| Employer contribution / active EE | $10,664 | $5,151+107.0% | $4,628+130.4% | $4,779+123.2% |
| Participant deferral / active EE | $7,744 | $6,799+13.9% | $6,426+20.5% | $5,609+38.1% |
| Admin fee / account holder | $173 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |