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 | $12,012 | $138,065-91.3% | $123,544-90.3% | $135,375-91.1% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -16.41% | 153.68%-170.1pp | 119.20%-135.6pp | 519.73%-536.1pp |
| Employer contribution / active EE | $2,438 | $5,151-52.7% | $4,628-47.3% | $4,779-49.0% |
| Participant deferral / active EE | $4,521 | $6,799-33.5% | $6,426-29.6% | $5,609-19.4% |
| Admin fee / account holder | $104 | $10,916-99.1% | $9,284-98.9% | $10,827-99.0% |