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 | $11,003 | $138,065-92.0% | $123,544-91.1% | $135,375-91.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -43.99% | 153.68%-197.7pp | 119.20%-163.2pp | 519.73%-563.7pp |
| Employer contribution / active EE | $2,093 | $5,151-59.4% | $4,628-54.8% | $4,779-56.2% |
| Participant deferral / active EE | $5,402 | $6,799-20.6% | $6,426-15.9% | $5,609-3.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |