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 7-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 | $7,602 | $100,754-92.5% | $86,677-91.2% | $134,475-94.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.91% | 29.04%-49.9pp | 35.91%-56.8pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,064 | $3,489-69.5% | $2,836-62.5% | $4,740-77.6% |
| Participant deferral / active EE | $2,105 | $5,338-60.6% | $4,656-54.8% | $6,400-67.1% |
| Admin fee / account holder | $36 | $10,926-99.7% | $7,493-99.5% | $11,426-99.7% |