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 | $10,319 | $138,065-92.5% | $123,544-91.6% | $135,375-92.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -21.14% | 153.68%-174.8pp | 119.20%-140.3pp | 519.73%-540.9pp |
| Employer contribution / active EE | $2,610 | $5,151-49.3% | $4,628-43.6% | $4,779-45.4% |
| Participant deferral / active EE | $7,966 | $6,799+17.2% | $6,426+24.0% | $5,609+42.0% |
| Admin fee / account holder | $100 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |