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 | $7,802 | $135,635-94.2% | $110,238-92.9% | $135,375-94.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -13.08% | 513.19%-526.3pp | 314.74%-327.8pp | 519.73%-532.8pp |
| Employer contribution / active EE | $1,204 | $4,906-75.5% | $3,826-68.5% | $4,779-74.8% |
| Participant deferral / active EE | $3,185 | $5,506-42.2% | $4,672-31.8% | $5,609-43.2% |
| Admin fee / account holder | $38 | $11,457-99.7% | $8,547-99.6% | $10,827-99.7% |