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 | $18,148 | $180,449-89.9% | $154,107-88.2% | $135,375-86.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.93% | 888.09%-903.0pp | 735.12%-750.1pp | 519.73%-534.7pp |
| Employer contribution / active EE | $3,377 | $6,035-44.0% | $5,298-36.2% | $4,779-29.3% |
| Participant deferral / active EE | $7,481 | $5,806+28.8% | $5,081+47.2% | $5,609+33.4% |
| Admin fee / account holder | $209 | $16,143-98.7% | $13,411-98.4% | $10,827-98.1% |