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 8-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 | $9,608 | $97,044-90.1% | $83,333-88.5% | $135,375-92.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -23.53% | 12.31%-35.8pp | 10.63%-34.2pp | 519.73%-543.3pp |
| Employer contribution / active EE | $1,190 | $4,143-71.3% | $3,379-64.8% | $4,779-75.1% |
| Participant deferral / active EE | $4,715 | $5,964-20.9% | $5,565-15.3% | $5,609-15.9% |
| Admin fee / account holder | $204 | $8,380-97.6% | $7,510-97.3% | $10,827-98.1% |