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 | $11,484 | $97,757-88.3% | $83,848-86.3% | $135,375-91.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.90% | 1287.37%-1301.3pp | 850.88%-864.8pp | 519.73%-533.6pp |
| Employer contribution / active EE | $3,095 | $4,222-26.7% | $3,631-14.7% | $4,779-35.2% |
| Participant deferral / active EE | $6,492 | $4,682+38.7% | $4,082+59.1% | $5,609+15.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |