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 8-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 | $8,113 | $127,100-93.6% | $105,738-92.3% | $135,375-94.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -13.40% | 4.49%-17.9pp | 6.27%-19.7pp | 519.73%-533.1pp |
| Employer contribution / active EE | $1,193 | $4,107-70.9% | $3,268-63.5% | $4,779-75.0% |
| Participant deferral / active EE | $3,617 | $5,064-28.6% | $4,080-11.3% | $5,609-35.5% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |