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 8-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 | $9,667 | $138,044-93.0% | $125,339-92.3% | $134,475-92.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -22.60% | 750.33%-772.9pp | 572.05%-594.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $3,338 | $5,243-36.3% | $4,814-30.6% | $4,740-29.6% |
| Participant deferral / active EE | $7,201 | $7,799-7.7% | $7,446-3.3% | $6,400+12.5% |
| Admin fee / account holder | $228 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |