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 | $5,720 | $57,354-90.0% | $83,848-93.2% | $64,186-91.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.76% | 11.38%-20.1pp | 850.88%-859.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,682 | $2,545-33.9% | $3,631-53.7% | $2,381-29.4% |
| Participant deferral / active EE | $3,269 | $2,993+9.2% | $4,082-19.9% | $3,470-5.8% |
| Admin fee / account holder | $120 | $4,046-97.0% | $5,478-97.8% | $4,888-97.5% |