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 | $9,200 | $95,971-90.4% | $74,550-87.7% | $135,375-93.2% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -24.65% | 56.96%-81.6pp | 32.53%-57.2pp | 519.73%-544.4pp |
| Employer contribution / active EE | $2,200 | $2,716-19.0% | $1,961+12.2% | $4,779-54.0% |
| Participant deferral / active EE | $3,516 | $3,843-8.5% | $3,108+13.1% | $5,609-37.3% |
| Admin fee / account holder | $21 | $6,522-99.7% | $5,060-99.6% | $10,827-99.8% |