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 | $10,586 | $138,065-92.3% | $123,544-91.4% | $135,375-92.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -18.15% | 153.68%-171.8pp | 119.20%-137.3pp | 519.73%-537.9pp |
| Employer contribution / active EE | $2,698 | $5,151-47.6% | $4,628-41.7% | $4,779-43.5% |
| Participant deferral / active EE | $4,403 | $6,799-35.2% | $6,426-31.5% | $5,609-21.5% |
| Admin fee / account holder | $116 | $10,916-98.9% | $9,284-98.8% | $10,827-98.9% |