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 | $22,128 | $84,936-73.9% | $111,297-80.1% | $79,386-72.1% |
| Participation rate | 96.0% | 75.9%+20.1pp | 77.3%+18.7pp | 70.7%+25.3pp |
| Annual return | -11.11% | 17.45%-28.6pp | 54.65%-65.8pp | 116.85%-128.0pp |
| Employer contribution / active EE | $2,634 | $1,979+33.1% | $2,731-3.6% | $2,427+8.5% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $250 | $537-53.4% | $7,964-96.9% | $626-60.0% |