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 | $11,632 | $138,065-91.6% | $123,544-90.6% | $135,375-91.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -21.21% | 153.68%-174.9pp | 119.20%-140.4pp | 519.73%-540.9pp |
| Employer contribution / active EE | $2,239 | $5,151-56.5% | $4,628-51.6% | $4,779-53.2% |
| Participant deferral / active EE | $4,438 | $6,799-34.7% | $6,426-30.9% | $5,609-20.9% |
| Admin fee / account holder | $68 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |