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 | $22,406 | $160,055-86.0% | $140,016-84.0% | $135,375-83.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.71% | 911.38%-923.1pp | 651.12%-662.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $2,976 | $6,420-53.6% | $5,606-46.9% | $4,779-37.7% |
| Participant deferral / active EE | $6,371 | $7,642-16.6% | $6,927-8.0% | $5,609+13.6% |
| Admin fee / account holder | $137 | $13,328-99.0% | $10,705-98.7% | $10,827-98.7% |