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 | $15,897 | $95,971-83.4% | $74,550-78.7% | $135,375-88.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.32% | 56.96%-69.3pp | 32.53%-44.9pp | 519.73%-532.1pp |
| Employer contribution / active EE | $2,068 | $2,716-23.9% | $1,961+5.5% | $4,779-56.7% |
| Participant deferral / active EE | $8,751 | $3,843+127.7% | $3,108+181.6% | $5,609+56.0% |
| Admin fee / account holder | $76 | $6,522-98.8% | $5,060-98.5% | $10,827-99.3% |