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 | $22,170 | $160,055-86.1% | $140,016-84.2% | $135,375-83.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -11.97% | 911.38%-923.4pp | 651.12%-663.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $7,641 | $6,420+19.0% | $5,606+36.3% | $4,779+59.9% |
| Participant deferral / active EE | $5,292 | $7,642-30.7% | $6,927-23.6% | $5,609-5.7% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |