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 | $23,447 | $135,635-82.7% | $110,238-78.7% | $135,375-82.7% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -16.11% | 513.19%-529.3pp | 314.74%-330.9pp | 519.73%-535.8pp |
| Employer contribution / active EE | $2,764 | $4,906-43.7% | $3,826-27.8% | $4,779-42.2% |
| Participant deferral / active EE | $8,700 | $5,506+58.0% | $4,672+86.2% | $5,609+55.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |