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 | $9,499 | $95,971-90.1% | $74,550-87.3% | $135,375-93.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -50.53% | 56.96%-107.5pp | 32.53%-83.1pp | 519.73%-570.3pp |
| Employer contribution / active EE | $2,127 | $2,716-21.7% | $1,961+8.5% | $4,779-55.5% |
| Participant deferral / active EE | $6,289 | $3,843+63.6% | $3,108+102.4% | $5,609+12.1% |
| Admin fee / account holder | $142 | $6,522-97.8% | $5,060-97.2% | $10,827-98.7% |