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 3-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 | $11,797 | $183,519-93.6% | $155,509-92.4% | $145,922-91.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -100.00% | 61.17%-161.2pp | 64.67%-164.7pp | 561.29%-661.3pp |
| Employer contribution / active EE | $2,920 | $5,313-45.0% | $4,672-37.5% | $4,660-37.3% |
| Participant deferral / active EE | $8,877 | $6,462+37.4% | $5,626+57.8% | $6,688+32.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |