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 6-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 | $16,690 | $142,344-88.3% | $119,609-86.0% | $134,475-87.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -30.48% | -12.44%-18.0pp | -14.97%-15.5pp | 417.96%-448.4pp |
| Employer contribution / active EE | $2,080 | $5,222-60.2% | $4,232-50.8% | $4,740-56.1% |
| Participant deferral / active EE | $13,500 | $6,469+108.7% | $5,602+141.0% | $6,400+110.9% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |