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 | $183,592-93.6% | $155,567-92.4% | $145,959-91.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -100.00% | 61.24%-161.2pp | 64.74%-164.7pp | 561.95%-662.0pp |
| Employer contribution / active EE | $2,920 | $5,315-45.1% | $4,674-37.5% | $4,661-37.3% |
| Participant deferral / active EE | $8,877 | $6,464+37.3% | $5,628+57.7% | $6,689+32.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |