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 6-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 | $10,638 | $138,044-92.3% | $125,339-91.5% | $134,475-92.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -23.38% | 750.33%-773.7pp | 572.05%-595.4pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,193 | $5,243-39.1% | $4,814-33.7% | $4,740-32.6% |
| Participant deferral / active EE | $3,193 | $7,799-59.1% | $7,446-57.1% | $6,400-50.1% |
| Admin fee / account holder | $14 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |