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 | $23,645 | $160,055-85.2% | $140,016-83.1% | $135,375-82.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.91% | 911.38%-924.3pp | 651.12%-664.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $3,333 | $6,420-48.1% | $5,606-40.5% | $4,779-30.2% |
| Participant deferral / active EE | $4,593 | $7,642-39.9% | $6,927-33.7% | $5,609-18.1% |
| Admin fee / account holder | $177 | $13,328-98.7% | $10,705-98.3% | $10,827-98.4% |