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 | $5,036 | $97,044-94.8% | $83,333-94.0% | $135,375-96.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -19.23% | 12.31%-31.5pp | 10.63%-29.9pp | 519.73%-539.0pp |
| Employer contribution / active EE | $1,238 | $4,143-70.1% | $3,379-63.4% | $4,779-74.1% |
| Participant deferral / active EE | $3,517 | $5,964-41.0% | $5,565-36.8% | $5,609-37.3% |
| Admin fee / account holder | $115 | $8,380-98.6% | $7,510-98.5% | $10,827-98.9% |