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 7-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 | $5,416 | $190,805-97.2% | $159,960-96.6% | $134,475-96.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -29.59% | 552.23%-581.8pp | 408.60%-438.2pp | 417.96%-447.6pp |
| Employer contribution / active EE | $1,213 | $4,995-75.7% | $4,226-71.3% | $4,740-74.4% |
| Participant deferral / active EE | $2,369 | $6,923-65.8% | $6,182-61.7% | $6,400-63.0% |
| Admin fee / account holder | $240 | $10,471-97.7% | $8,698-97.2% | $11,426-97.9% |