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 | $21,430 | $180,449-88.1% | $154,107-86.1% | $135,375-84.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -10.43% | 888.09%-898.5pp | 735.12%-745.5pp | 519.73%-530.2pp |
| Employer contribution / active EE | $2,723 | $6,035-54.9% | $5,298-48.6% | $4,779-43.0% |
| Participant deferral / active EE | $5,811 | $5,806+0.1% | $5,081+14.4% | $5,609+3.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |