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 | $15,082 | $138,065-89.1% | $123,544-87.8% | $135,375-88.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -20.31% | 153.68%-174.0pp | 119.20%-139.5pp | 519.73%-540.0pp |
| Employer contribution / active EE | $1,707 | $5,151-66.9% | $4,628-63.1% | $4,779-64.3% |
| Participant deferral / active EE | $7,722 | $6,799+13.6% | $6,426+20.2% | $5,609+37.7% |
| Admin fee / account holder | $116 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |