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 6-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 | $11,557 | $133,958-91.4% | $112,228-89.7% | $134,475-91.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.69% | 47.11%-71.8pp | 27.45%-52.1pp | 417.96%-442.7pp |
| Employer contribution / active EE | $2,663 | $4,038-34.0% | $3,635-26.7% | $4,740-43.8% |
| Participant deferral / active EE | $3,870 | $5,291-26.9% | $4,728-18.1% | $6,400-39.5% |
| Admin fee / account holder | $56 | $7,489-99.3% | $6,410-99.1% | $11,426-99.5% |