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 | $15,195 | $99,032-84.7% | $80,019-81.0% | $135,375-88.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.37% | 15.39%-24.8pp | 11.22%-20.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,548 | $3,043-16.3% | $2,468+3.2% | $4,779-46.7% |
| Participant deferral / active EE | $5,803 | $4,282+35.5% | $3,686+57.5% | $5,609+3.5% |
| Admin fee / account holder | $15 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |