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 7-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 | $13,402 | $87,540-84.7% | $75,781-82.3% | $125,391-89.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -7.40% | 13.48%-20.9pp | 9.68%-17.1pp | 282.22%-289.6pp |
| Employer contribution / active EE | $842 | $3,930-78.6% | $3,323-74.7% | $4,866-82.7% |
| Participant deferral / active EE | $7,013 | $4,229+65.8% | $3,651+92.1% | $5,352+31.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |