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 | $5,724 | $83,337-93.1% | $67,834-91.6% | $273,961-97.9% |
| Participation rate | 90.9% | 76.4%+14.5pp | 68.8%+22.1pp | 83.0%+7.9pp |
| Annual return | -5.07% | 259.45%-264.5pp | 138.47%-143.5pp | 41.45%-46.5pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,075 | $4,088-73.7% | $3,160-66.0% | $5,287-79.7% |
| Admin fee / account holder | $232 | $6,752-96.6% | $4,622-95.0% | $10,132-97.7% |