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 | $14,655 | $197,825-92.6% | $155,790-90.6% | $125,391-88.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.72% | 86.74%-90.5pp | 71.54%-75.3pp | 282.22%-285.9pp |
| Employer contribution / active EE | $1,390 | $4,847-71.3% | $3,836-63.8% | $4,866-71.4% |
| Participant deferral / active EE | $2,447 | $5,630-56.5% | $4,797-49.0% | $5,352-54.3% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |