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 | $10,656 | $180,449-94.1% | $154,107-93.1% | $135,375-92.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -18.38% | 888.09%-906.5pp | 735.12%-753.5pp | 519.73%-538.1pp |
| Employer contribution / active EE | $1,778 | $6,035-70.5% | $5,298-66.4% | $4,779-62.8% |
| Participant deferral / active EE | $2,221 | $5,806-61.8% | $5,081-56.3% | $5,609-60.4% |
| Admin fee / account holder | $73 | $16,143-99.5% | $13,411-99.5% | $10,827-99.3% |