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 | $14,584 | $138,044-89.4% | $125,339-88.4% | $134,475-89.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.56% | 750.33%-773.9pp | 572.05%-595.6pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,227 | $5,243-76.6% | $4,814-74.5% | $4,740-74.1% |
| Participant deferral / active EE | $3,803 | $7,799-51.2% | $7,446-48.9% | $6,400-40.6% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |