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 | $7,406 | $138,065-94.6% | $123,544-94.0% | $135,375-94.5% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -214.32% | 153.68%-368.0pp | 119.20%-333.5pp | 519.73%-734.1pp |
| Employer contribution / active EE | $5,070 | $5,151-1.6% | $4,628+9.6% | $4,779+6.1% |
| Participant deferral / active EE | $3,058 | $6,799-55.0% | $6,426-52.4% | $5,609-45.5% |
| Admin fee / account holder | $21 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |