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 | $17,848 | $138,065-87.1% | $123,544-85.6% | $135,375-86.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -11.76% | 153.68%-165.4pp | 119.20%-131.0pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,051 | $5,151-60.2% | $4,628-55.7% | $4,779-57.1% |
| Participant deferral / active EE | $5,017 | $6,799-26.2% | $6,426-21.9% | $5,609-10.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |