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 | $8,289 | $95,971-91.4% | $74,550-88.9% | $135,375-93.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -22.52% | 56.96%-79.5pp | 32.53%-55.0pp | 519.73%-542.3pp |
| Employer contribution / active EE | $3,018 | $2,716+11.1% | $1,961+53.9% | $4,779-36.8% |
| Participant deferral / active EE | $4,669 | $3,843+21.5% | $3,108+50.2% | $5,609-16.8% |
| Admin fee / account holder | $140 | $6,522-97.9% | $5,060-97.2% | $10,827-98.7% |