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 | $16,914 | $138,065-87.7% | $123,544-86.3% | $135,375-87.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -10.73% | 153.68%-164.4pp | 119.20%-129.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $2,611 | $5,151-49.3% | $4,628-43.6% | $4,779-45.4% |
| Participant deferral / active EE | $2,611 | $6,799-61.6% | $6,426-59.4% | $5,609-53.5% |
| Admin fee / account holder | $24 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |