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 | $5,677 | $92,222-93.8% | $76,768-92.6% | $135,375-95.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -376.47% | 5.46%-381.9pp | 2.43%-378.9pp | 519.73%-896.2pp |
| Employer contribution / active EE | $961 | $3,216-70.1% | $2,485-61.3% | $4,779-79.9% |
| Participant deferral / active EE | $8,001 | $4,509+77.4% | $3,852+107.7% | $5,609+42.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |