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 | $7,611 | $211,958-96.4% | $169,463-95.5% | $135,375-94.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -29.57% | 3.26%-32.8pp | 1.83%-31.4pp | 519.73%-549.3pp |
| Employer contribution / active EE | $1,903 | $5,120-62.8% | $4,159-54.2% | $4,779-60.2% |
| Participant deferral / active EE | $4,235 | $6,075-30.3% | $5,277-19.7% | $5,609-24.5% |
| Admin fee / account holder | $12 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |