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 | $16,128 | $138,065-88.3% | $123,544-86.9% | $135,375-88.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -23.03% | 153.68%-176.7pp | 119.20%-142.2pp | 519.73%-542.8pp |
| Employer contribution / active EE | $1,991 | $5,151-61.3% | $4,628-57.0% | $4,779-58.3% |
| Participant deferral / active EE | $8,151 | $6,799+19.9% | $6,426+26.9% | $5,609+45.3% |
| Admin fee / account holder | $215 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |