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 | $18,058 | $160,055-88.7% | $140,016-87.1% | $135,375-86.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -21.19% | 911.38%-932.6pp | 651.12%-672.3pp | 519.73%-540.9pp |
| Employer contribution / active EE | $1,591 | $6,420-75.2% | $5,606-71.6% | $4,779-66.7% |
| Participant deferral / active EE | $8,886 | $7,642+16.3% | $6,927+28.3% | $5,609+58.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |