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 | $14,424 | $127,100-88.7% | $105,738-86.4% | $135,375-89.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -21.63% | 4.49%-26.1pp | 6.27%-27.9pp | 519.73%-541.4pp |
| Employer contribution / active EE | $2,769 | $4,107-32.6% | $3,268-15.3% | $4,779-42.1% |
| Participant deferral / active EE | $6,420 | $5,064+26.8% | $4,080+57.4% | $5,609+14.5% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |