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 9-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 | $12,273 | $180,449-93.2% | $154,107-92.0% | $135,375-90.9% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -9.67% | 888.09%-897.8pp | 735.12%-744.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,658 | $6,035-72.5% | $5,298-68.7% | $4,779-65.3% |
| Participant deferral / active EE | $3,578 | $5,806-38.4% | $5,081-29.6% | $5,609-36.2% |
| Admin fee / account holder | $14 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |