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 | $10,455 | $180,449-94.2% | $154,107-93.2% | $135,375-92.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.23% | 888.09%-898.3pp | 735.12%-745.3pp | 519.73%-530.0pp |
| Employer contribution / active EE | $5,844 | $6,035-3.2% | $5,298+10.3% | $4,779+22.3% |
| Participant deferral / active EE | $3,497 | $5,806-39.8% | $5,081-31.2% | $5,609-37.7% |
| Admin fee / account holder | $60 | $16,143-99.6% | $13,411-99.6% | $10,827-99.4% |