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 | $19,863 | $150,440-86.8% | $136,294-85.4% | $147,584-86.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.74% | 1049.08%-1048.3pp | 5155.94%-5155.2pp | 578.55%-577.8pp |
| Employer contribution / active EE | $1,858 | $5,256-64.6% | $4,695-60.4% | $4,876-61.9% |
| Participant deferral / active EE | $8,733 | $6,630+31.7% | $6,247+39.8% | $5,439+60.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |