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 8-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 | $28,299 | $180,449-84.3% | $154,107-81.6% | $135,375-79.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -25.38% | 888.09%-913.5pp | 735.12%-760.5pp | 519.73%-545.1pp |
| Employer contribution / active EE | $5,947 | $6,035-1.5% | $5,298+12.3% | $4,779+24.4% |
| Participant deferral / active EE | $18,500 | $5,806+218.6% | $5,081+264.1% | $5,609+229.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |