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 | $11,755 | $211,958-94.5% | $169,463-93.1% | $135,375-91.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -18.37% | 3.26%-21.6pp | 1.83%-20.2pp | 519.73%-538.1pp |
| Employer contribution / active EE | $1,934 | $5,120-62.2% | $4,159-53.5% | $4,779-59.5% |
| Participant deferral / active EE | $5,731 | $6,075-5.7% | $5,277+8.6% | $5,609+2.2% |
| Admin fee / account holder | $5 | $11,471-100.0% | $9,109-99.9% | $10,827-100.0% |