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 | $4,772 | $211,958-97.7% | $169,463-97.2% | $135,375-96.5% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -451.80% | 3.26%-455.1pp | 1.83%-453.6pp | 519.73%-971.5pp |
| Employer contribution / active EE | $893 | $5,120-82.5% | $4,159-78.5% | $4,779-81.3% |
| Participant deferral / active EE | $6,237 | $6,075+2.7% | $5,277+18.2% | $5,609+11.2% |
| Admin fee / account holder | $154 | $11,471-98.7% | $9,109-98.3% | $10,827-98.6% |