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 | $22,559 | $160,055-85.9% | $140,016-83.9% | $135,375-83.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -18.54% | 911.38%-929.9pp | 651.12%-669.7pp | 519.73%-538.3pp |
| Employer contribution / active EE | $3,039 | $6,420-52.7% | $5,606-45.8% | $4,779-36.4% |
| Participant deferral / active EE | $10,959 | $7,642+43.4% | $6,927+58.2% | $5,609+95.4% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |