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 | $12,123 | $138,065-91.2% | $123,544-90.2% | $135,375-91.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.18% | 153.68%-165.9pp | 119.20%-131.4pp | 519.73%-531.9pp |
| Employer contribution / active EE | $1,323 | $5,151-74.3% | $4,628-71.4% | $4,779-72.3% |
| Participant deferral / active EE | $4,419 | $6,799-35.0% | $6,426-31.2% | $5,609-21.2% |
| Admin fee / account holder | $33 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |