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 | $27,115 | $202,318-86.6% | $172,739-84.3% | $152,861-82.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -7.51% | 1029.65%-1037.2pp | 802.84%-810.4pp | 345.32%-352.8pp |
| Employer contribution / active EE | $8,646 | $5,856+47.6% | $5,143+68.1% | $4,762+81.6% |
| Participant deferral / active EE | $8,900 | $5,948+49.6% | $5,198+71.2% | $5,850+52.1% |
| Admin fee / account holder | $79 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |