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 | $17,465 | $92,222-81.1% | $76,768-77.2% | $135,375-87.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -20.32% | 5.46%-25.8pp | 2.43%-22.7pp | 519.73%-540.1pp |
| Employer contribution / active EE | $2,017 | $3,216-37.3% | $2,485-18.8% | $4,779-57.8% |
| Participant deferral / active EE | $6,638 | $4,509+47.2% | $3,852+72.4% | $5,609+18.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |