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 | $9,582 | $92,222-89.6% | $76,768-87.5% | $135,375-92.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -24.58% | 5.46%-30.0pp | 2.43%-27.0pp | 519.73%-544.3pp |
| Employer contribution / active EE | $1,850 | $3,216-42.5% | $2,485-25.6% | $4,779-61.3% |
| Participant deferral / active EE | $4,979 | $4,509+10.4% | $3,852+29.3% | $5,609-11.2% |
| Admin fee / account holder | $9 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |