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 | $14,356 | $138,065-89.6% | $123,544-88.4% | $135,375-89.4% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -15.67% | 153.68%-169.4pp | 119.20%-134.9pp | 519.73%-535.4pp |
| Employer contribution / active EE | $3,988 | $5,151-22.6% | $4,628-13.8% | $4,779-16.5% |
| Participant deferral / active EE | $5,661 | $6,799-16.7% | $6,426-11.9% | $5,609+0.9% |
| Admin fee / account holder | $155 | $10,916-98.6% | $9,284-98.3% | $10,827-98.6% |