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 | $8,213 | $92,222-91.1% | $76,768-89.3% | $135,375-93.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -33.49% | 5.46%-39.0pp | 2.43%-35.9pp | 519.73%-553.2pp |
| Employer contribution / active EE | $1,295 | $3,216-59.7% | $2,485-47.9% | $4,779-72.9% |
| Participant deferral / active EE | $5,616 | $4,509+24.6% | $3,852+45.8% | $5,609+0.1% |
| Admin fee / account holder | $244 | $10,748-97.7% | $6,675-96.3% | $10,827-97.7% |