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 | $14,060 | $138,065-89.8% | $123,544-88.6% | $135,375-89.6% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -12.21% | 153.68%-165.9pp | 119.20%-131.4pp | 519.73%-531.9pp |
| Employer contribution / active EE | $2,937 | $5,151-43.0% | $4,628-36.5% | $4,779-38.5% |
| Participant deferral / active EE | $6,165 | $6,799-9.3% | $6,426-4.0% | $5,609+9.9% |
| Admin fee / account holder | $49 | $10,916-99.5% | $9,284-99.5% | $10,827-99.5% |