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 4-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 | $16,893 | $165,984-89.8% | $164,813-89.7% | $145,922-88.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -6.50% | 100.03%-106.5pp | 69.93%-76.4pp | 561.29%-567.8pp |
| Employer contribution / active EE | $1,198 | $5,273-77.3% | $4,341-72.4% | $4,660-74.3% |
| Participant deferral / active EE | $8,571 | $6,959+23.2% | $6,031+42.1% | $6,688+28.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |