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 | $18,823 | $160,055-88.2% | $140,016-86.6% | $135,375-86.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.88% | 911.38%-923.3pp | 651.12%-663.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,477 | $6,420-77.0% | $5,606-73.7% | $4,779-69.1% |
| Participant deferral / active EE | $8,100 | $7,642+6.0% | $6,927+16.9% | $5,609+44.4% |
| Admin fee / account holder | $123 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |