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 | $7,471 | $160,055-95.3% | $140,016-94.7% | $135,375-94.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -28.17% | 911.38%-939.5pp | 651.12%-679.3pp | 519.73%-547.9pp |
| Employer contribution / active EE | $1,734 | $6,420-73.0% | $5,606-69.1% | $4,779-63.7% |
| Participant deferral / active EE | $5,090 | $7,642-33.4% | $6,927-26.5% | $5,609-9.2% |
| Admin fee / account holder | $158 | $13,328-98.8% | $10,705-98.5% | $10,827-98.5% |