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 | $12,363 | $87,540-85.9% | $75,781-83.7% | $125,391-90.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -9.43% | 13.48%-22.9pp | 9.68%-19.1pp | 282.22%-291.7pp |
| Employer contribution / active EE | $1,992 | $3,930-49.3% | $3,323-40.1% | $4,866-59.1% |
| Participant deferral / active EE | $5,897 | $4,229+39.4% | $3,651+61.5% | $5,352+10.2% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |