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 | $17,970 | $211,958-91.5% | $169,463-89.4% | $135,375-86.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -23.56% | 3.26%-26.8pp | 1.83%-25.4pp | 519.73%-543.3pp |
| Employer contribution / active EE | $13,812 | $5,120+169.8% | $4,159+232.1% | $4,779+189.0% |
| Participant deferral / active EE | $5,770 | $6,075-5.0% | $5,277+9.3% | $5,609+2.9% |
| Admin fee / account holder | $196 | $11,471-98.3% | $9,109-97.8% | $10,827-98.2% |