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 | $9,413 | $168,632-94.4% | $147,614-93.6% | $125,391-92.5% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | -6.54% | 77.65%-84.2pp | 61.98%-68.5pp | 282.22%-288.8pp |
| Employer contribution / active EE | $2,904 | $6,252-53.6% | $5,564-47.8% | $4,866-40.3% |
| Participant deferral / active EE | $6,099 | $5,507+10.7% | $4,895+24.6% | $5,352+14.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |