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 | $14,148 | $138,065-89.8% | $123,544-88.5% | $135,375-89.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -50.47% | 153.68%-204.2pp | 119.20%-169.7pp | 519.73%-570.2pp |
| Employer contribution / active EE | $3,325 | $5,151-35.5% | $4,628-28.2% | $4,779-30.4% |
| Participant deferral / active EE | $6,742 | $6,799-0.8% | $6,426+4.9% | $5,609+20.2% |
| Admin fee / account holder | $55 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |