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 8-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 | $13,349 | $57,354-76.7% | $83,848-84.1% | $64,186-79.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -13.35% | 11.38%-24.7pp | 850.88%-864.2pp | 7.63%-21.0pp |
| Employer contribution / active EE | $6,320 | $2,545+148.3% | $3,631+74.1% | $2,381+165.4% |
| Participant deferral / active EE | $2,323 | $2,993-22.4% | $4,082-43.1% | $3,470-33.1% |
| Admin fee / account holder | $66 | $4,046-98.4% | $5,478-98.8% | $4,888-98.7% |