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 | $9,077 | $91,911-90.1% | $68,793-86.8% | $135,375-93.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -23.79% | -8.22%-15.6pp | -4.63%-19.2pp | 519.73%-543.5pp |
| Employer contribution / active EE | $1,296 | $3,924-67.0% | $2,625-50.6% | $4,779-72.9% |
| Participant deferral / active EE | $6,901 | $4,315+59.9% | $3,311+108.4% | $5,609+23.0% |
| Admin fee / account holder | $11 | $9,240-99.9% | $5,131-99.8% | $10,827-99.9% |