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 6-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 | $12,925 | $138,044-90.6% | $125,339-89.7% | $134,475-90.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.86% | 750.33%-772.2pp | 572.05%-593.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $3,440 | $5,243-34.4% | $4,814-28.5% | $4,740-27.4% |
| Participant deferral / active EE | $9,900 | $7,799+26.9% | $7,446+33.0% | $6,400+54.7% |
| Admin fee / account holder | $75 | $11,571-99.4% | $10,010-99.3% | $11,426-99.3% |