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 | $10,768 | $160,055-93.3% | $140,016-92.3% | $135,375-92.0% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -18.83% | 911.38%-930.2pp | 651.12%-670.0pp | 519.73%-538.6pp |
| Employer contribution / active EE | $1,784 | $6,420-72.2% | $5,606-68.2% | $4,779-62.7% |
| Participant deferral / active EE | $3,270 | $7,642-57.2% | $6,927-52.8% | $5,609-41.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |