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 | $15,698 | $180,449-91.3% | $154,107-89.8% | $135,375-88.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -13.30% | 888.09%-901.4pp | 735.12%-748.4pp | 519.73%-533.0pp |
| Employer contribution / active EE | $2,537 | $6,035-58.0% | $5,298-52.1% | $4,779-46.9% |
| Participant deferral / active EE | $3,944 | $5,806-32.1% | $5,081-22.4% | $5,609-29.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |