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 | $8,491 | $138,065-93.8% | $123,544-93.1% | $135,375-93.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -50.27% | 153.68%-204.0pp | 119.20%-169.5pp | 519.73%-570.0pp |
| Employer contribution / active EE | $2,441 | $5,151-52.6% | $4,628-47.2% | $4,779-48.9% |
| Participant deferral / active EE | $6,492 | $6,799-4.5% | $6,426+1.0% | $5,609+15.7% |
| Admin fee / account holder | $83 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |