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 | $11,303 | $77,813-85.5% | $123,544-90.9% | $64,186-82.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -21.06% | 12.48%-33.5pp | 119.20%-140.3pp | 7.63%-28.7pp |
| Employer contribution / active EE | $3,689 | $3,014+22.4% | $4,628-20.3% | $2,381+54.9% |
| Participant deferral / active EE | $5,697 | $5,240+8.7% | $6,426-11.3% | $3,470+64.2% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |