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 | $10,626 | $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 | -15.55% | 153.68%-169.2pp | 119.20%-134.7pp | 519.73%-535.3pp |
| Employer contribution / active EE | $1,618 | $5,151-68.6% | $4,628-65.0% | $4,779-66.1% |
| Participant deferral / active EE | $5,970 | $6,799-12.2% | $6,426-7.1% | $5,609+6.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |