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 6-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 | $13,440 | $138,044-90.3% | $125,339-89.3% | $134,475-90.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.62% | 750.33%-772.0pp | 572.05%-593.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,639 | $5,243-49.7% | $4,814-45.2% | $4,740-44.3% |
| Participant deferral / active EE | $7,521 | $7,799-3.6% | $7,446+1.0% | $6,400+17.5% |
| Admin fee / account holder | $60 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |