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 | $3,427 | $138,065-97.5% | $123,544-97.2% | $135,375-97.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -44.45% | 153.68%-198.1pp | 119.20%-163.6pp | 519.73%-564.2pp |
| Employer contribution / active EE | $1,647 | $5,151-68.0% | $4,628-64.4% | $4,779-65.5% |
| Participant deferral / active EE | $2,799 | $6,799-58.8% | $6,426-56.4% | $5,609-50.1% |
| Admin fee / account holder | $189 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |