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 | $14,086 | $167,307-91.6% | $143,757-90.2% | $134,475-89.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.14% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,797 | $5,619-68.0% | $4,951-63.7% | $4,740-62.1% |
| Participant deferral / active EE | $4,430 | $6,446-31.3% | $5,637-21.4% | $6,400-30.8% |
| Admin fee / account holder | $102 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |