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 5-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 | $11,565 | $138,044-91.6% | $125,339-90.8% | $134,475-91.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.93% | 750.33%-773.3pp | 572.05%-595.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,705 | $5,243-67.5% | $4,814-64.6% | $4,740-64.0% |
| Participant deferral / active EE | $6,972 | $7,799-10.6% | $7,446-6.4% | $6,400+8.9% |
| Admin fee / account holder | $18 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |