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 | $10,199 | $160,055-93.6% | $140,016-92.7% | $135,375-92.5% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -10.95% | 911.38%-922.3pp | 651.12%-662.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,797 | $6,420-72.0% | $5,606-67.9% | $4,779-62.4% |
| Participant deferral / active EE | $3,547 | $7,642-53.6% | $6,927-48.8% | $5,609-36.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |