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 | $18,223 | $135,635-86.6% | $110,238-83.5% | $135,375-86.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -14.01% | 513.19%-527.2pp | 314.74%-328.8pp | 519.73%-533.7pp |
| Employer contribution / active EE | $6,773 | $4,906+38.0% | $3,826+77.0% | $4,779+41.7% |
| Participant deferral / active EE | $7,388 | $5,506+34.2% | $4,672+58.1% | $5,609+31.7% |
| Admin fee / account holder | $115 | $11,457-99.0% | $8,547-98.7% | $10,827-98.9% |