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 | $15,640 | $165,335-90.5% | $149,696-89.6% | $158,922-90.2% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | -20.56% | 348.15%-368.7pp | 276.60%-297.2pp | 302.83%-323.4pp |
| Employer contribution / active EE | $2,316 | $5,103-54.6% | $4,644-50.1% | $4,761-51.4% |
| Participant deferral / active EE | $3,176 | $7,181-55.8% | $6,842-53.6% | $5,982-46.9% |
| Admin fee / account holder | $14 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |