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 | $11,987 | $95,971-87.5% | $74,550-83.9% | $135,375-91.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.93% | 56.96%-68.9pp | 32.53%-44.5pp | 519.73%-531.7pp |
| Employer contribution / active EE | $1,107 | $2,716-59.2% | $1,961-43.5% | $4,779-76.8% |
| Participant deferral / active EE | $4,280 | $3,843+11.4% | $3,108+37.7% | $5,609-23.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |