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 4-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 | $11,872 | $138,044-91.4% | $125,339-90.5% | $134,475-91.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -37.40% | 750.33%-787.7pp | 572.05%-609.5pp | 417.96%-455.4pp |
| Employer contribution / active EE | $6,288 | $5,243+19.9% | $4,814+30.6% | $4,740+32.7% |
| Participant deferral / active EE | $4,145 | $7,799-46.9% | $7,446-44.3% | $6,400-35.2% |
| Admin fee / account holder | $104 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |