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 | $28,673 | $160,055-82.1% | $140,016-79.5% | $135,375-78.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.18% | 911.38%-923.6pp | 651.12%-663.3pp | 519.73%-531.9pp |
| Employer contribution / active EE | $4,148 | $6,420-35.4% | $5,606-26.0% | $4,779-13.2% |
| Participant deferral / active EE | $7,353 | $7,642-3.8% | $6,927+6.1% | $5,609+31.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |