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 | $15,616 | $77,813-79.9% | $123,544-87.4% | $64,186-75.7% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -32.74% | 12.48%-45.2pp | 119.20%-151.9pp | 7.63%-40.4pp |
| Employer contribution / active EE | $4,547 | $3,014+50.9% | $4,628-1.8% | $2,381+91.0% |
| Participant deferral / active EE | $8,728 | $5,240+66.6% | $6,426+35.8% | $3,470+151.6% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |