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 | $14,340 | $97,757-85.3% | $83,848-82.9% | $135,375-89.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.05% | 1287.37%-1303.4pp | 850.88%-866.9pp | 519.73%-535.8pp |
| Employer contribution / active EE | $3,514 | $4,222-16.8% | $3,631-3.2% | $4,779-26.5% |
| Participant deferral / active EE | $6,639 | $4,682+41.8% | $4,082+62.7% | $5,609+18.4% |
| Admin fee / account holder | $72 | $6,674-98.9% | $5,478-98.7% | $10,827-99.3% |