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 | $26,831 | $160,055-83.2% | $140,016-80.8% | $135,375-80.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -13.97% | 911.38%-925.4pp | 651.12%-665.1pp | 519.73%-533.7pp |
| Employer contribution / active EE | $1,953 | $6,420-69.6% | $5,606-65.2% | $4,779-59.1% |
| Participant deferral / active EE | $7,483 | $7,642-2.1% | $6,927+8.0% | $5,609+33.4% |
| Admin fee / account holder | $142 | $13,328-98.9% | $10,705-98.7% | $10,827-98.7% |