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 10-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 | $5,610 | $95,416-94.1% | $185,823-97.0% | $85,850-93.5% |
| Participation rate | 79.6% | 68.8%+10.8pp | 81.7%-2.1pp | 69.3%+10.3pp |
| Annual return | -66.96% | 23.59%-90.5pp | 122.05%-189.0pp | 318.53%-385.5pp |
| Employer contribution / active EE | $3,998 | $3,314+20.6% | $5,167-22.6% | $2,565+55.8% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |