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 8-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 | $9,019 | $97,757-90.8% | $83,848-89.2% | $135,375-93.3% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -11.64% | 1287.37%-1299.0pp | 850.88%-862.5pp | 519.73%-531.4pp |
| Employer contribution / active EE | $1,277 | $4,222-69.7% | $3,631-64.8% | $4,779-73.3% |
| Participant deferral / active EE | $3,681 | $4,682-21.4% | $4,082-9.8% | $5,609-34.4% |
| Admin fee / account holder | $258 | $6,674-96.1% | $5,478-95.3% | $10,827-97.6% |