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 8-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 | $10,016 | $168,632-94.1% | $147,614-93.2% | $125,391-92.0% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -10.33% | 77.65%-88.0pp | 61.98%-72.3pp | 282.22%-292.6pp |
| Employer contribution / active EE | $2,486 | $6,252-60.2% | $5,564-55.3% | $4,866-48.9% |
| Participant deferral / active EE | $3,320 | $5,507-39.7% | $4,895-32.2% | $5,352-38.0% |
| Admin fee / account holder | $98 | $13,580-99.3% | $11,611-99.2% | $9,540-99.0% |