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 | $16,663 | $211,958-92.1% | $169,463-90.2% | $135,375-87.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -31.69% | 3.26%-35.0pp | 1.83%-33.5pp | 519.73%-551.4pp |
| Employer contribution / active EE | $1,464 | $5,120-71.4% | $4,159-64.8% | $4,779-69.4% |
| Participant deferral / active EE | $8,542 | $6,075+40.6% | $5,277+61.9% | $5,609+52.3% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |