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 | $16,921 | $211,958-92.0% | $169,463-90.0% | $135,375-87.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -18.38% | 3.26%-21.6pp | 1.83%-20.2pp | 519.73%-538.1pp |
| Employer contribution / active EE | $996 | $5,120-80.5% | $4,159-76.0% | $4,779-79.2% |
| Participant deferral / active EE | $11,013 | $6,075+81.3% | $5,277+108.7% | $5,609+96.3% |
| Admin fee / account holder | $2 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |