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 | $12,491 | $138,065-91.0% | $123,544-89.9% | $135,375-90.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.89% | 153.68%-167.6pp | 119.20%-133.1pp | 519.73%-533.6pp |
| Employer contribution / active EE | $2,338 | $5,151-54.6% | $4,628-49.5% | $4,779-51.1% |
| Participant deferral / active EE | $3,519 | $6,799-48.2% | $6,426-45.2% | $5,609-37.3% |
| Admin fee / account holder | $84 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |