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 | $13,093 | $198,466-93.4% | $170,442-92.3% | $147,584-91.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -60.36% | 257.29%-317.7pp | 205.93%-266.3pp | 578.55%-638.9pp |
| Employer contribution / active EE | $7,997 | $6,184+29.3% | $5,433+47.2% | $4,876+64.0% |
| Participant deferral / active EE | $5,507 | $5,629-2.2% | $4,939+11.5% | $5,439+1.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |