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 | $21,166 | $167,484-87.4% | $151,611-86.0% | $134,475-84.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -43.09% | 7.80%-50.9pp | 3.33%-46.4pp | 417.96%-461.1pp |
| Employer contribution / active EE | $6,946 | $6,829+1.7% | $6,166+12.6% | $4,740+46.5% |
| Participant deferral / active EE | $11,696 | $8,986+30.2% | $8,363+39.8% | $6,400+82.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |