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 | $14,199 | $138,044-89.7% | $125,339-88.7% | $134,475-89.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.41% | 750.33%-771.7pp | 572.05%-593.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,075 | $5,243-41.4% | $4,814-36.1% | $4,740-35.1% |
| Participant deferral / active EE | $4,772 | $7,799-38.8% | $7,446-35.9% | $6,400-25.4% |
| Admin fee / account holder | $190 | $11,571-98.4% | $10,010-98.1% | $11,426-98.3% |