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 | $4,791 | $127,100-96.2% | $105,738-95.5% | $135,375-96.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -39.27% | 4.49%-43.8pp | 6.27%-45.5pp | 519.73%-559.0pp |
| Employer contribution / active EE | $967 | $4,107-76.4% | $3,268-70.4% | $4,779-79.8% |
| Participant deferral / active EE | $3,176 | $5,064-37.3% | $4,080-22.2% | $5,609-43.4% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |