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 8-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 | $14,273 | $138,065-89.7% | $123,544-88.4% | $135,375-89.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -24.31% | 153.68%-178.0pp | 119.20%-143.5pp | 519.73%-544.0pp |
| Employer contribution / active EE | $2,831 | $5,151-45.1% | $4,628-38.8% | $4,779-40.8% |
| Participant deferral / active EE | $6,171 | $6,799-9.2% | $6,426-4.0% | $5,609+10.0% |
| Admin fee / account holder | $201 | $10,916-98.2% | $9,284-97.8% | $10,827-98.1% |