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 | $27,971 | $180,449-84.5% | $154,107-81.8% | $135,375-79.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.62% | 888.09%-901.7pp | 735.12%-748.7pp | 519.73%-533.4pp |
| Employer contribution / active EE | $22,022 | $6,035+264.9% | $5,298+315.7% | $4,779+360.8% |
| Participant deferral / active EE | $13,311 | $5,806+129.3% | $5,081+162.0% | $5,609+137.3% |
| Admin fee / account holder | $219 | $16,143-98.6% | $13,411-98.4% | $10,827-98.0% |