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 | $19,540 | $99,032-80.3% | $80,019-75.6% | $135,375-85.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -11.11% | 15.39%-26.5pp | 11.22%-22.3pp | 519.73%-530.8pp |
| Employer contribution / active EE | $2,397 | $3,043-21.2% | $2,468-2.9% | $4,779-49.8% |
| Participant deferral / active EE | $14,804 | $4,282+245.7% | $3,686+301.7% | $5,609+163.9% |
| Admin fee / account holder | $103 | $10,436-99.0% | $6,521-98.4% | $10,827-99.0% |