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 | $14,913 | $100,754-85.2% | $86,677-82.8% | $134,475-88.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -101.80% | 29.04%-130.8pp | 35.91%-137.7pp | 417.96%-519.8pp |
| Employer contribution / active EE | $17,808 | $3,489+410.4% | $2,836+527.8% | $4,740+275.7% |
| Participant deferral / active EE | $8,783 | $5,338+64.5% | $4,656+88.7% | $6,400+37.2% |
| Admin fee / account holder | $176 | $10,926-98.4% | $7,493-97.7% | $11,426-98.5% |