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 | $13,775 | $138,065-90.0% | $123,544-88.8% | $135,375-89.8% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -18.71% | 153.68%-172.4pp | 119.20%-137.9pp | 519.73%-538.4pp |
| Employer contribution / active EE | $1,299 | $5,151-74.8% | $4,628-71.9% | $4,779-72.8% |
| Participant deferral / active EE | $9,271 | $6,799+36.4% | $6,426+44.3% | $5,609+65.3% |
| Admin fee / account holder | $50 | $10,916-99.5% | $9,284-99.5% | $10,827-99.5% |