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 7-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 | $9,595 | $138,065-93.1% | $123,544-92.2% | $135,375-92.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -60.65% | 153.68%-214.3pp | 119.20%-179.8pp | 519.73%-580.4pp |
| Employer contribution / active EE | $3,414 | $5,151-33.7% | $4,628-26.2% | $4,779-28.6% |
| Participant deferral / active EE | $5,852 | $6,799-13.9% | $6,426-8.9% | $5,609+4.3% |
| Admin fee / account holder | $24 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |