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 | $23,588 | $160,055-85.3% | $140,016-83.2% | $135,375-82.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -24.22% | 911.38%-935.6pp | 651.12%-675.3pp | 519.73%-544.0pp |
| Employer contribution / active EE | $4,058 | $6,420-36.8% | $5,606-27.6% | $4,779-15.1% |
| Participant deferral / active EE | $9,236 | $7,642+20.9% | $6,927+33.3% | $5,609+64.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |