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 | $5,045 | $138,065-96.3% | $123,544-95.9% | $135,375-96.3% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -37.70% | 153.68%-191.4pp | 119.20%-156.9pp | 519.73%-557.4pp |
| Employer contribution / active EE | $1,364 | $5,151-73.5% | $4,628-70.5% | $4,779-71.5% |
| Participant deferral / active EE | $2,607 | $6,799-61.7% | $6,426-59.4% | $5,609-53.5% |
| Admin fee / account holder | $31 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |