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 | $25,210 | $180,449-86.0% | $154,107-83.6% | $135,375-81.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -13.69% | 888.09%-901.8pp | 735.12%-748.8pp | 519.73%-533.4pp |
| Employer contribution / active EE | $2,175 | $6,035-64.0% | $5,298-59.0% | $4,779-54.5% |
| Participant deferral / active EE | $9,105 | $5,806+56.8% | $5,081+79.2% | $5,609+62.3% |
| Admin fee / account holder | $58 | $16,143-99.6% | $13,411-99.6% | $10,827-99.5% |