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 | $24,299 | $160,055-84.8% | $140,016-82.6% | $135,375-82.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -38.54% | 911.38%-949.9pp | 651.12%-689.7pp | 519.73%-558.3pp |
| Employer contribution / active EE | $2,989 | $6,420-53.4% | $5,606-46.7% | $4,779-37.4% |
| Participant deferral / active EE | $17,126 | $7,642+124.1% | $6,927+147.2% | $5,609+205.3% |
| Admin fee / account holder | $81 | $13,328-99.4% | $10,705-99.2% | $10,827-99.3% |