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 | $17,880 | $135,635-86.8% | $110,238-83.8% | $135,375-86.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -17.67% | 513.19%-530.9pp | 314.74%-332.4pp | 519.73%-537.4pp |
| Employer contribution / active EE | $3,070 | $4,906-37.4% | $3,826-19.8% | $4,779-35.8% |
| Participant deferral / active EE | $5,791 | $5,506+5.2% | $4,672+23.9% | $5,609+3.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |