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 7-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 | $16,824 | $127,386-86.8% | $115,037-85.4% | $125,391-86.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -12.61% | 31.28%-43.9pp | 26.14%-38.8pp | 282.22%-294.8pp |
| Employer contribution / active EE | $5,846 | $5,166+13.2% | $4,608+26.9% | $4,866+20.1% |
| Participant deferral / active EE | $6,661 | $6,423+3.7% | $6,026+10.5% | $5,352+24.5% |
| Admin fee / account holder | $244 | $9,516-97.4% | $8,175-97.0% | $9,540-97.4% |