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 | $13,928 | $138,065-89.9% | $123,544-88.7% | $135,375-89.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.78% | 153.68%-167.5pp | 119.20%-133.0pp | 519.73%-533.5pp |
| Employer contribution / active EE | $2,751 | $5,151-46.6% | $4,628-40.5% | $4,779-42.4% |
| Participant deferral / active EE | $4,601 | $6,799-32.3% | $6,426-28.4% | $5,609-18.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |