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 | $12,965 | $92,222-85.9% | $76,768-83.1% | $135,375-90.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -22.76% | 5.46%-28.2pp | 2.43%-25.2pp | 519.73%-542.5pp |
| Employer contribution / active EE | $4,772 | $3,216+48.4% | $2,485+92.0% | $4,779-0.1% |
| Participant deferral / active EE | $6,516 | $4,509+44.5% | $3,852+69.2% | $5,609+16.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |