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 | $23,703 | $168,632-85.9% | $147,614-83.9% | $125,391-81.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.34% | 77.65%-83.0pp | 61.98%-67.3pp | 282.22%-287.6pp |
| Employer contribution / active EE | $5,346 | $6,252-14.5% | $5,564-3.9% | $4,866+9.9% |
| Participant deferral / active EE | $9,635 | $5,507+75.0% | $4,895+96.8% | $5,352+80.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |