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 | $8,330 | $90,600-90.8% | $79,464-89.5% | $135,375-93.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -31.66% | 977.43%-1009.1pp | 718.14%-749.8pp | 519.73%-551.4pp |
| Employer contribution / active EE | $2,089 | $3,068-31.9% | $2,800-25.4% | $4,779-56.3% |
| Participant deferral / active EE | $4,371 | $4,050+7.9% | $3,704+18.0% | $5,609-22.1% |
| Admin fee / account holder | $12 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |