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 | $11,661 | $99,032-88.2% | $80,019-85.4% | $135,375-91.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -20.25% | 15.39%-35.6pp | 11.22%-31.5pp | 519.73%-540.0pp |
| Employer contribution / active EE | $3,219 | $3,043+5.8% | $2,468+30.4% | $4,779-32.6% |
| Participant deferral / active EE | $5,858 | $4,282+36.8% | $3,686+58.9% | $5,609+4.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |