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 | $15,482 | $95,971-83.9% | $74,550-79.2% | $135,375-88.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -13.20% | 56.96%-70.2pp | 32.53%-45.7pp | 519.73%-532.9pp |
| Employer contribution / active EE | $2,598 | $2,716-4.4% | $1,961+32.5% | $4,779-45.6% |
| Participant deferral / active EE | $2,667 | $3,843-30.6% | $3,108-14.2% | $5,609-52.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |