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 | $10,759 | $180,449-94.0% | $154,107-93.0% | $135,375-92.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -20.60% | 888.09%-908.7pp | 735.12%-755.7pp | 519.73%-540.3pp |
| Employer contribution / active EE | $2,820 | $6,035-53.3% | $5,298-46.8% | $4,779-41.0% |
| Participant deferral / active EE | $5,718 | $5,806-1.5% | $5,081+12.5% | $5,609+1.9% |
| Admin fee / account holder | $148 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |