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 | $9,335 | $138,065-93.2% | $123,544-92.4% | $135,375-93.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -67.97% | 153.68%-221.7pp | 119.20%-187.2pp | 519.73%-587.7pp |
| Employer contribution / active EE | $3,447 | $5,151-33.1% | $4,628-25.5% | $4,779-27.9% |
| Participant deferral / active EE | $6,481 | $6,799-4.7% | $6,426+0.9% | $5,609+15.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |