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 | $18,284 | $180,449-89.9% | $154,107-88.1% | $135,375-86.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.88% | 888.09%-899.0pp | 735.12%-746.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,592 | $6,035-57.1% | $5,298-51.1% | $4,779-45.8% |
| Participant deferral / active EE | $3,367 | $5,806-42.0% | $5,081-33.7% | $5,609-40.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |