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 8-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 | $10,492 | $97,757-89.3% | $83,848-87.5% | $135,375-92.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -34.77% | 1287.37%-1322.1pp | 850.88%-885.6pp | 519.73%-554.5pp |
| Employer contribution / active EE | $2,882 | $4,222-31.7% | $3,631-20.6% | $4,779-39.7% |
| Participant deferral / active EE | $8,179 | $4,682+74.7% | $4,082+100.4% | $5,609+45.8% |
| Admin fee / account holder | $146 | $6,674-97.8% | $5,478-97.3% | $10,827-98.7% |