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 | $6,052 | $77,813-92.2% | $123,544-95.1% | $64,186-90.6% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -32.99% | 12.48%-45.5pp | 119.20%-152.2pp | 7.63%-40.6pp |
| Employer contribution / active EE | $2,115 | $3,014-29.8% | $4,628-54.3% | $2,381-11.2% |
| Participant deferral / active EE | $3,032 | $5,240-42.1% | $6,426-52.8% | $3,470-12.6% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |