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 | $11,425 | $159,901-92.9% | $146,958-92.2% | $145,922-92.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -81.25% | 98.13%-179.4pp | 418.34%-499.6pp | 561.29%-642.5pp |
| Employer contribution / active EE | $3,879 | $5,286-26.6% | $4,933-21.4% | $4,660-16.8% |
| Participant deferral / active EE | $10,310 | $8,428+22.3% | $8,070+27.8% | $6,688+54.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |