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 | $21,909 | $135,635-83.8% | $110,238-80.1% | $135,375-83.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -13.20% | 513.19%-526.4pp | 314.74%-327.9pp | 519.73%-532.9pp |
| Employer contribution / active EE | $8,799 | $4,906+79.3% | $3,826+129.9% | $4,779+84.1% |
| Participant deferral / active EE | $6,538 | $5,506+18.7% | $4,672+39.9% | $5,609+16.6% |
| Admin fee / account holder | $169 | $11,457-98.5% | $8,547-98.0% | $10,827-98.4% |