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 10-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 | $9,999 | $138,065-92.8% | $123,544-91.9% | $135,375-92.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -17.57% | 153.68%-171.3pp | 119.20%-136.8pp | 519.73%-537.3pp |
| Employer contribution / active EE | $1,342 | $5,151-74.0% | $4,628-71.0% | $4,779-71.9% |
| Participant deferral / active EE | $4,565 | $6,799-32.9% | $6,426-29.0% | $5,609-18.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |