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 | $13,231 | $180,449-92.7% | $154,107-91.4% | $135,375-90.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -22.25% | 888.09%-910.3pp | 735.12%-757.4pp | 519.73%-542.0pp |
| Employer contribution / active EE | $2,428 | $6,035-59.8% | $5,298-54.2% | $4,779-49.2% |
| Participant deferral / active EE | $5,506 | $5,806-5.2% | $5,081+8.4% | $5,609-1.8% |
| Admin fee / account holder | $118 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |