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 | $11,638 | $99,032-88.2% | $80,019-85.5% | $135,375-91.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -43.43% | 15.39%-58.8pp | 11.22%-54.7pp | 519.73%-563.2pp |
| Employer contribution / active EE | $1,844 | $3,043-39.4% | $2,468-25.3% | $4,779-61.4% |
| Participant deferral / active EE | $8,492 | $4,282+98.3% | $3,686+130.4% | $5,609+51.4% |
| Admin fee / account holder | $287 | $10,436-97.2% | $6,521-95.6% | $10,827-97.3% |