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 | $16,605 | $180,449-90.8% | $154,107-89.2% | $135,375-87.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -19.63% | 888.09%-907.7pp | 735.12%-754.7pp | 519.73%-539.4pp |
| Employer contribution / active EE | $7,220 | $6,035+19.6% | $5,298+36.3% | $4,779+51.1% |
| Participant deferral / active EE | $5,458 | $5,806-6.0% | $5,081+7.4% | $5,609-2.7% |
| Admin fee / account holder | $140 | $16,143-99.1% | $13,411-99.0% | $10,827-98.7% |