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 | $2,638 | $108,642-97.6% | $74,701-96.5% | $152,861-98.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | -5.26% | 114.06%-119.3pp | 752.92%-758.2pp | 345.32%-350.6pp |
| Employer contribution / active EE | $1,997 | $1,503+32.9% | $1,084+84.3% | $4,762-58.1% |
| Participant deferral / active EE | $2,996 | $2,712+10.5% | $1,964+52.6% | $5,850-48.8% |
| Admin fee / account holder | $280 | $4,902-94.3% | $3,333-91.6% | $11,596-97.6% |