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 | $17,208 | $138,065-87.5% | $123,544-86.1% | $135,375-87.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -236.43% | 153.68%-390.1pp | 119.20%-355.6pp | 519.73%-756.2pp |
| Employer contribution / active EE | $15,755 | $5,151+205.8% | $4,628+240.4% | $4,779+229.7% |
| Participant deferral / active EE | $9,870 | $6,799+45.2% | $6,426+53.6% | $5,609+76.0% |
| Admin fee / account holder | $196 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |