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 | $15,557 | $138,065-88.7% | $123,544-87.4% | $135,375-88.5% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -14.18% | 153.68%-167.9pp | 119.20%-133.4pp | 519.73%-533.9pp |
| Employer contribution / active EE | $2,652 | $5,151-48.5% | $4,628-42.7% | $4,779-44.5% |
| Participant deferral / active EE | $4,528 | $6,799-33.4% | $6,426-29.5% | $5,609-19.3% |
| Admin fee / account holder | $171 | $10,916-98.4% | $9,284-98.2% | $10,827-98.4% |