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 | $18,913 | $135,635-86.1% | $110,238-82.8% | $135,375-86.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -13.36% | 513.19%-526.5pp | 314.74%-328.1pp | 519.73%-533.1pp |
| Employer contribution / active EE | $3,655 | $4,906-25.5% | $3,826-4.5% | $4,779-23.5% |
| Participant deferral / active EE | $5,240 | $5,506-4.8% | $4,672+12.2% | $5,609-6.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |