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 | $9,519 | $138,065-93.1% | $123,544-92.3% | $135,375-93.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -45.46% | 153.68%-199.1pp | 119.20%-164.7pp | 519.73%-565.2pp |
| Employer contribution / active EE | $2,702 | $5,151-47.5% | $4,628-41.6% | $4,779-43.4% |
| Participant deferral / active EE | $4,723 | $6,799-30.5% | $6,426-26.5% | $5,609-15.8% |
| Admin fee / account holder | $269 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |