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 | $27,808 | $160,055-82.6% | $140,016-80.1% | $135,375-79.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -29.15% | 911.38%-940.5pp | 651.12%-680.3pp | 519.73%-548.9pp |
| Employer contribution / active EE | $9,120 | $6,420+42.1% | $5,606+62.7% | $4,779+90.8% |
| Participant deferral / active EE | $12,660 | $7,642+65.7% | $6,927+82.8% | $5,609+125.7% |
| Admin fee / account holder | $67 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |