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 | $11,323 | $86,699-86.9% | $73,307-84.6% | $125,391-91.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -16.07% | 2.78%-18.9pp | 5.67%-21.7pp | 282.22%-298.3pp |
| Employer contribution / active EE | $3,025 | $4,152-27.1% | $3,237-6.6% | $4,866-37.8% |
| Participant deferral / active EE | $3,460 | $5,550-37.6% | $4,991-30.7% | $5,352-35.3% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |