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 | $7,365 | $138,065-94.7% | $123,544-94.0% | $135,375-94.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.48% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,861 | $5,151-63.9% | $4,628-59.8% | $4,779-61.1% |
| Participant deferral / active EE | $4,604 | $6,799-32.3% | $6,426-28.3% | $5,609-17.9% |
| Admin fee / account holder | $192 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |