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 | $8,252 | $160,055-94.8% | $140,016-94.1% | $135,375-93.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -18.09% | 911.38%-929.5pp | 651.12%-669.2pp | 519.73%-537.8pp |
| Employer contribution / active EE | $1,478 | $6,420-77.0% | $5,606-73.6% | $4,779-69.1% |
| Participant deferral / active EE | $2,774 | $7,642-63.7% | $6,927-60.0% | $5,609-50.6% |
| Admin fee / account holder | $116 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |