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 | $21,052 | $157,256-86.6% | $141,162-85.1% | $152,861-86.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -17.47% | 64.32%-81.8pp | 71.39%-88.9pp | 345.32%-362.8pp |
| Employer contribution / active EE | $1,818 | $5,261-65.4% | $4,735-61.6% | $4,762-61.8% |
| Participant deferral / active EE | $7,647 | $7,109+7.6% | $6,709+14.0% | $5,850+30.7% |
| Admin fee / account holder | $194 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |