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 | $11,380 | $160,055-92.9% | $140,016-91.9% | $135,375-91.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -18.45% | 911.38%-929.8pp | 651.12%-669.6pp | 519.73%-538.2pp |
| Employer contribution / active EE | $6,746 | $6,420+5.1% | $5,606+20.3% | $4,779+41.2% |
| Participant deferral / active EE | $8,707 | $7,642+13.9% | $6,927+25.7% | $5,609+55.2% |
| Admin fee / account holder | $61 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |