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 6-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 | $12,691 | $138,044-90.8% | $125,339-89.9% | $134,475-90.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -37.01% | 750.33%-787.3pp | 572.05%-609.1pp | 417.96%-455.0pp |
| Employer contribution / active EE | $3,450 | $5,243-34.2% | $4,814-28.3% | $4,740-27.2% |
| Participant deferral / active EE | $6,906 | $7,799-11.4% | $7,446-7.3% | $6,400+7.9% |
| Admin fee / account holder | $46 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |