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 | $15,659 | $135,635-88.5% | $110,238-85.8% | $135,375-88.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -14.31% | 513.19%-527.5pp | 314.74%-329.1pp | 519.73%-534.0pp |
| Employer contribution / active EE | $3,977 | $4,906-18.9% | $3,826+3.9% | $4,779-16.8% |
| Participant deferral / active EE | $5,618 | $5,506+2.0% | $4,672+20.2% | $5,609+0.2% |
| Admin fee / account holder | $273 | $11,457-97.6% | $8,547-96.8% | $10,827-97.5% |