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 | $17,725 | $138,065-87.2% | $123,544-85.7% | $135,375-86.9% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -10.92% | 153.68%-164.6pp | 119.20%-130.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $969 | $5,151-81.2% | $4,628-79.1% | $4,779-79.7% |
| Participant deferral / active EE | $7,270 | $6,799+6.9% | $6,426+13.1% | $5,609+29.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |