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 7-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 | $10,724 | $95,971-88.8% | $74,550-85.6% | $135,375-92.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -26.73% | 56.96%-83.7pp | 32.53%-59.3pp | 519.73%-546.5pp |
| Employer contribution / active EE | $1,601 | $2,716-41.0% | $1,961-18.3% | $4,779-66.5% |
| Participant deferral / active EE | $6,925 | $3,843+80.2% | $3,108+122.8% | $5,609+23.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |